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
$197M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.3M
3
+$7.29M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.91M

Top Sells

1
+$7.72M
2
+$6.59M
3
+$5.32M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.06M

Sector Composition

1 Technology 4.49%
2 Consumer Discretionary 1.93%
3 Financials 1.9%
4 Communication Services 1.79%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.78%
7,553
+876
27
$1.36M 0.69%
37,413
-783
28
$985K 0.5%
3,342
+42
29
$875K 0.44%
5,023
+74
30
$853K 0.43%
37,366
+6,809
31
$803K 0.41%
6,721
+319
32
$789K 0.4%
4,424
+404
33
$787K 0.4%
10,935
+450
34
$724K 0.37%
4,248
+29
35
$668K 0.34%
7,104
+935
36
$613K 0.31%
28,716
-644
37
$599K 0.3%
4,265
+536
38
$592K 0.3%
10,741
+2,046
39
$564K 0.29%
7,960
+1,000
40
$538K 0.27%
24,693
-646
41
$524K 0.27%
2,716
+254
42
$503K 0.26%
3,011
+123
43
$498K 0.25%
6,217
+1,301
44
$481K 0.24%
2,608
+132
45
$473K 0.24%
20,856
-529
46
$472K 0.24%
21,698
-656
47
$444K 0.23%
9,770
48
$429K 0.22%
3,848
+1,007
49
$423K 0.22%
1,865
+52
50
$419K 0.21%
19,023
-670
1
2
3 4