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
$244M
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$7.87M
2 +$6.67M
3 +$4.6M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.28M

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 3.68%
3 Financials 3.5%
4 Communication Services 3.14%
5 Utilities 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,433
202
-11,213