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
$325M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.2M
3
+$8.02M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.17M

Top Sells

1
+$21.1M
2
+$15M
3
+$6.83M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$6.33M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.77M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.34%
3 Consumer Staples 5.12%
4 Financials 4.51%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.77%
61,443
+6,912
27
$2.34M 0.72%
33,754
+1,889
28
$2.33M 0.72%
33,439
+723
29
$2.28M 0.7%
21,449
+2,022
30
$2.22M 0.68%
29,907
+1,921
31
$2.21M 0.68%
7,905
+383
32
$2.19M 0.67%
16,775
+196
33
$2.17M 0.67%
44,079
+1,515
34
$2.14M 0.66%
16,294
+871
35
$2.13M 0.65%
72,104
36
$2.11M 0.65%
31,564
-691
37
$2.05M 0.63%
52,719
+5,205
38
$2.03M 0.63%
61,270
-4,153
39
$1.93M 0.59%
18,641
+7,163
40
$1.93M 0.59%
10,579
+1,758
41
$1.81M 0.56%
16,362
-28,202
42
$1.76M 0.54%
17,693
+9,086
43
$1.68M 0.52%
11,742
+261
44
$1.67M 0.51%
32,596
+100
45
$1.66M 0.51%
8,577
+596
46
$1.64M 0.51%
5,564
+618
47
$1.57M 0.48%
15,216
+435
48
$1.5M 0.46%
6,663
+49
49
$1.47M 0.45%
12,692
-5,272
50
$1.45M 0.45%
+45,032
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