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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.8M
3
+$18.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$15M
5
ITOT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$307K 0.17%
+14,315
52
$298K 0.17%
+4,460
53
$279K 0.16%
+3,215
54
$270K 0.15%
+4,874
55
$268K 0.15%
+9,615
56
$257K 0.15%
+1,255
57
$252K 0.14%
+3,748
58
$229K 0.13%
+9,597
59
$226K 0.13%
+3,490
60
$226K 0.13%
+18,615
61
$220K 0.12%
+3,742
62
$210K 0.12%
+5,655
63
$203K 0.11%
+3,040
64
$34K 0.02%
+31,000
1 2
3