LI
LifeWealth Investments Portfolio holdings
AUM
$308M
This Quarter Return
+0.78%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.41%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
$9.84M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$6.35M |
| 3 |
Apple
AAPL
|
$6.17M |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
$5.87M |
| 5 |
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% |
