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
$159M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$4.28M
3
+$4.21M
4
FQAL icon
Fidelity Quality Factor ETF
FQAL
+$3.19M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.04M

Top Sells

1
+$5.4M
2
+$2.69M
3
+$2.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.73M

Sector Composition

1 Technology 3.53%
2 Financials 1.72%
3 Consumer Discretionary 1.64%
4 Communication Services 1.57%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.86%
38,196
+5
27
$1.21M 0.76%
12,100
+1,160
28
$1.06M 0.66%
6,677
+1,684
29
$811K 0.51%
3,300
+668
30
$736K 0.46%
4,020
+431
31
$704K 0.44%
6,402
+713
32
$672K 0.42%
30,557
+490
33
$615K 0.39%
29,360
+134
34
$544K 0.34%
6,169
+1,441
35
$536K 0.34%
25,339
+120
36
$522K 0.33%
4,219
+481
37
$495K 0.31%
3,729
+544
38
$473K 0.3%
4,949
+1,492
39
$473K 0.3%
21,385
+188
40
$467K 0.29%
8,695
+1,689
41
$463K 0.29%
22,354
+112
42
$417K 0.26%
2,888
+252
43
$415K 0.26%
6,960
+2,500
44
$406K 0.26%
19,693
+98
45
$399K 0.25%
2,476
-49
46
$398K 0.25%
2,462
+675
47
$378K 0.24%
17,489
+166
48
$376K 0.24%
10,485
+870
49
$366K 0.23%
9,770
+180
50
$363K 0.23%
4,916
+126
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2
3