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
$305M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.21M
3
+$6.32M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$4.33M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$3.7M

Top Sells

1
+$12.3M
2
+$6.99M
3
+$6.18M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.04M
5
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$4.27M

Sector Composition

1 Technology 5.75%
2 Financials 3.89%
3 Consumer Discretionary 2.82%
4 Communication Services 2.34%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 0.95%
16,820
+320
27
$2.62M 0.86%
34,972
-35
28
$2.48M 0.81%
22,885
+3,476
29
$2.29M 0.75%
10,119
30
$1.94M 0.64%
4,846
+322
31
$1.89M 0.62%
6,492
+70
32
$1.86M 0.61%
47,190
+6
33
$1.66M 0.54%
5,967
+403
34
$1.64M 0.54%
69,402
35
$1.57M 0.51%
10,094
+737
36
$1.53M 0.5%
+51,710
37
$1.5M 0.49%
11,155
+1,076
38
$1.37M 0.45%
12,146
-501
39
$1.3M 0.43%
7,910
+1,205
40
$1.27M 0.42%
10,420
+300
41
$1.26M 0.41%
22,548
+3,719
42
$1.22M 0.4%
12,377
+1,262
43
$1.21M 0.4%
+41,209
44
$1.19M 0.39%
25,362
+2,409
45
$1.16M 0.38%
5,953
+701
46
$1.05M 0.35%
4,301
47
$969K 0.32%
8,671
+138
48
$965K 0.32%
3,954
+181
49
$965K 0.32%
5,494
+105
50
$942K 0.31%
+30,360
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