LI
LifeWealth Investments Portfolio holdings
AUM
$308M
This Quarter Return
-0.88%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
+$244M
(+62%)
Cap. Flow
+$96.5M
Cap. Flow
% of AUM
39.5%
Top 10 Holdings %
Top 10 Hldgs %
33.54%
Holding
202
New
54
Increased
122
Reduced
10
Closed
9
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.34% |
| 2 | Consumer Discretionary | 3.68% |
| 3 | Financials | 3.5% |
| 4 | Communication Services | 3.14% |
| 5 | Utilities | 2.64% |