LI

LifeWealth Investments Portfolio holdings

AUM $351M
1-Year Est. Return 15.41%
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$6.35M
3
+$6.17M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.87M
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$4.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 4.33%
3 Financials 3.16%
4 Communication Services 3.05%
5 Utilities 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.1%
+28,532
27
$1.64M 1.09%
+32,656
28
$1.62M 1.07%
+41,921
29
$1.55M 1.03%
+38,316
30
$1.35M 0.9%
+10,817
31
$1.33M 0.88%
+8,242
32
$1.26M 0.84%
+6,661
33
$1.25M 0.83%
+31,438
34
$1.24M 0.82%
+47,263
35
$1.21M 0.8%
+23,932
36
$1.2M 0.8%
+39,595
37
$1.2M 0.8%
+4,314
38
$1.2M 0.79%
+35,669
39
$1.18M 0.78%
+36,459
40
$1.16M 0.77%
+13,020
41
$1.12M 0.74%
+19,228
42
$1.08M 0.71%
+2,000
43
$1.01M 0.67%
+25,205
44
$1.01M 0.67%
+6,004
45
$956K 0.63%
+28,344
46
$921K 0.61%
+1,573
47
$907K 0.6%
+11,631
48
$905K 0.6%
+15,806
49
$895K 0.59%
+4,699
50
$866K 0.57%
+19,675
1
2
3 4 5