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
$541M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$5.59M
3
+$2.84M
4
IAU icon
iShares Gold Trust
IAU
+$2.15M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.55M

Top Sells

1
+$11.8M
2
+$3.32M
3
+$2.52M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$1.14M

Sector Composition

1 Technology 10.9%
2 Financials 5.39%
3 Healthcare 3.89%
4 Consumer Discretionary 3.4%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.02%
25,199
+2,121
27
$4.88M 0.9%
25,758
-99
28
$4.77M 0.88%
11,812
+596
29
$4.58M 0.85%
60,324
+60
30
$4.44M 0.82%
75,081
+18,405
31
$4.21M 0.78%
23,031
-1,549
32
$3.72M 0.69%
9,550
+981
33
$3.43M 0.63%
20,477
+932
34
$3.27M 0.6%
69,805
-24,371
35
$3.24M 0.6%
11,179
+1,583
36
$3.23M 0.6%
22,263
+2,050
37
$3.14M 0.58%
43,821
+4,613
38
$3.11M 0.58%
28,941
+1,462
39
$3.09M 0.57%
2,996
+307
40
$2.95M 0.54%
76,568
41
$2.89M 0.53%
19,957
-5,935
42
$2.87M 0.53%
28,863
-4,807
43
$2.85M 0.53%
5,610
-1,981
44
$2.74M 0.51%
12,119
+300
45
$2.67M 0.49%
15,000
+2,626
46
$2.55M 0.47%
7,611
+597
47
$2.52M 0.47%
7,950
+613
48
$2.31M 0.43%
4,731
+718
49
$2.29M 0.42%
8,101
+1,782
50
$2.26M 0.42%
32,131
+1,702
1
2
3 4 5