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
$303M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.36M
3
+$5.95M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.87M

Top Sells

1
+$10.1M
2
+$6.07M
3
+$4.61M
4
IXN icon
iShares Global Tech ETF
IXN
+$3.94M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$3.31M

Sector Composition

1 Technology 6.66%
2 Financials 5.12%
3 Healthcare 4.61%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.71%
10,958
+41
27
$2.07M 0.68%
19,453
-247
28
$2.04M 0.68%
39,022
+4,387
29
$1.97M 0.65%
33,413
-1,535
30
$1.9M 0.63%
63,226
31
$1.87M 0.62%
20,048
+4,804
32
$1.87M 0.62%
63,576
+476
33
$1.81M 0.6%
35,526
-3,390
34
$1.8M 0.6%
7,304
+191
35
$1.74M 0.58%
15,481
+806
36
$1.69M 0.56%
27,292
+3,284
37
$1.67M 0.55%
41,256
+4,209
38
$1.67M 0.55%
18,292
+2,046
39
$1.53M 0.51%
52,782
+41,852
40
$1.53M 0.5%
+38,985
41
$1.42M 0.47%
12,234
-443
42
$1.39M 0.46%
51,544
43
$1.36M 0.45%
8,192
+820
44
$1.35M 0.45%
48,147
-1,350
45
$1.35M 0.44%
4,952
46
$1.31M 0.43%
+14,643
47
$1.31M 0.43%
5,859
+276
48
$1.3M 0.43%
+50,343
49
$1.23M 0.41%
+24,608
50
$1.2M 0.4%
1,972
+95
1
2
3 4 5