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
76
$413K 0.27%
+1,722
77
$406K 0.27%
+17,849
78
$403K 0.27%
+8,658
79
$402K 0.27%
+10,042
80
$398K 0.26%
+1,259
81
$397K 0.26%
+1,021
82
$394K 0.26%
+12,376
83
$377K 0.25%
+8,721
84
$377K 0.25%
+8,618
85
$372K 0.25%
+7,330
86
$371K 0.25%
+14,001
87
$367K 0.24%
+4,841
88
$365K 0.24%
+5,134
89
$362K 0.24%
+21,136
90
$362K 0.24%
+5,827
91
$358K 0.24%
+9,733
92
$357K 0.24%
+4,981
93
$355K 0.24%
+2,950
94
$354K 0.23%
+459
95
$348K 0.23%
+15,653
96
$348K 0.23%
+3,467
97
$342K 0.23%
+4,052
98
$335K 0.22%
+20,567
99
$334K 0.22%
+9,028
100
$333K 0.22%
+3,097
2 3
4
5 6