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
$282M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12M
3
+$10.8M
4
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$4.27M
5
IYE icon
iShares US Energy ETF
IYE
+$4.21M

Top Sells

1
+$12M
2
+$5.16M
3
+$3.68M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.26M
5
MBB icon
iShares MBS ETF
MBB
+$2.99M

Sector Composition

1 Technology 5.18%
2 Financials 3.46%
3 Consumer Discretionary 2.82%
4 Communication Services 2.35%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.8%
10,119
+30
27
$2.14M 0.76%
+67,891
28
$2.1M 0.75%
19,409
-27,541
29
$1.87M 0.66%
+63,926
30
$1.81M 0.64%
47,184
-6,487
31
$1.68M 0.6%
4,524
+435
32
$1.56M 0.55%
6,422
+935
33
$1.45M 0.52%
69,402
-41,000
34
$1.42M 0.51%
9,357
+1,171
35
$1.42M 0.5%
5,564
+875
36
$1.38M 0.49%
12,647
-7,417
37
$1.36M 0.48%
10,079
+2,348
38
$1.1M 0.39%
6,705
+1,645
39
$1.09M 0.39%
18,829
+3,774
40
$1.06M 0.38%
11,115
+4,486
41
$1.04M 0.37%
10,120
+860
42
$1.04M 0.37%
22,953
+5,703
43
$994K 0.35%
5,389
+456
44
$937K 0.33%
4,301
45
$932K 0.33%
8,533
+1,894
46
$904K 0.32%
5,252
+1,187
47
$875K 0.31%
+29,653
48
$827K 0.29%
3,906
+343
49
$813K 0.29%
+29,545
50
$799K 0.28%
3,773
+963
1
2
3 4 5