LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
+5.51%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$177M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.63%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$19.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$19.8M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$18.2M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$15M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.46% |
| 2 | Communication Services | 1.57% |
| 3 | Consumer Discretionary | 1.45% |
| 4 | Financials | 1.43% |
| 5 | Healthcare | 0.97% |
