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
51
$845K 0.56%
+2,092
52
$839K 0.56%
+23,607
53
$781K 0.52%
+3,369
54
$769K 0.51%
+19,163
55
$769K 0.51%
+30,130
56
$739K 0.49%
+8,233
57
$696K 0.46%
+16,242
58
$689K 0.46%
+1,170
59
$654K 0.43%
+2,258
60
$651K 0.43%
+11,769
61
$599K 0.4%
+16,099
62
$596K 0.4%
+5,916
63
$579K 0.38%
+9,126
64
$549K 0.36%
+10,490
65
$547K 0.36%
+1,127
66
$534K 0.35%
+14,807
67
$518K 0.34%
+13,564
68
$509K 0.34%
+13,340
69
$494K 0.33%
+20,001
70
$488K 0.32%
+18,376
71
$450K 0.3%
+2,048
72
$447K 0.3%
+1,056
73
$432K 0.29%
+8,036
74
$425K 0.28%
+4,770
75
$417K 0.28%
+455
1 2
3
4 5