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
$386M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.75M
3
+$3.79M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.38M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$3.29M

Top Sells

1
+$9.8M
2
+$3.87M
3
+$3.17M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.06M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.64M

Sector Composition

1 Technology 9.64%
2 Financials 5.4%
3 Healthcare 4.52%
4 Consumer Discretionary 3.17%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 0.82%
22,665
+2,394
27
$3.15M 0.82%
20,743
-560
28
$3.1M 0.8%
60,042
-7,344
29
$2.93M 0.76%
19,987
-4,943
30
$2.91M 0.75%
19,479
+7,406
31
$2.75M 0.71%
82,303
-9,298
32
$2.63M 0.68%
7,563
+1,365
33
$2.47M 0.64%
49,910
+17,640
34
$2.39M 0.62%
8,065
+75
35
$2.28M 0.59%
9,161
+1,271
36
$2.28M 0.59%
22,747
+8,141
37
$2.21M 0.57%
19,730
+10,910
38
$2.19M 0.57%
20,214
-4,799
39
$2.16M 0.56%
10,278
+4,954
40
$2.07M 0.54%
34,091
+18,896
41
$1.93M 0.5%
27,359
-1,688
42
$1.92M 0.5%
2,363
+190
43
$1.91M 0.49%
12,135
+2,558
44
$1.84M 0.48%
7,056
+374
45
$1.81M 0.47%
4,637
46
$1.76M 0.46%
24,264
-5,609
47
$1.66M 0.43%
20,095
+9,365
48
$1.66M 0.43%
20,958
-6,414
49
$1.64M 0.42%
51,995
-3,810
50
$1.59M 0.41%
10,556
+4,276
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