LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.8M
3
+$18.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$15M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.46%
2 Communication Services 1.57%
3 Consumer Discretionary 1.45%
4 Financials 1.43%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$812K 0.46%
+3,589
27
$787K 0.44%
+4,993
28
$773K 0.44%
+2,632
29
$710K 0.4%
+5,689
30
$659K 0.37%
+4,728
31
$620K 0.35%
+29,226
32
$542K 0.31%
+25,219
33
$523K 0.3%
+21,197
34
$520K 0.29%
+3,738
35
$499K 0.28%
+2,525
36
$487K 0.27%
+5,545
37
$473K 0.27%
+22,242
38
$464K 0.26%
+3,185
39
$430K 0.24%
+7,006
40
$423K 0.24%
+17,323
41
$420K 0.24%
+19,595
42
$401K 0.23%
+2,773
43
$374K 0.21%
+2,636
44
$373K 0.21%
+3,457
45
$346K 0.2%
+4,790
46
$338K 0.19%
+13,278
47
$335K 0.19%
+1,787
48
$331K 0.19%
+2,182
49
$321K 0.18%
+12,281
50
$310K 0.18%
+9,590
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