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
$159M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$4.28M
3
+$4.21M
4
FQAL icon
Fidelity Quality Factor ETF
FQAL
+$3.19M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.04M

Top Sells

1
+$5.4M
2
+$2.69M
3
+$2.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.73M

Sector Composition

1 Technology 3.53%
2 Financials 1.72%
3 Consumer Discretionary 1.64%
4 Communication Services 1.57%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.22%
5,349
-196
52
$324K 0.2%
15,796
+1,481
53
$306K 0.19%
1,813
+558
54
$297K 0.19%
13,394
+116
55
$289K 0.18%
+1,011
56
$288K 0.18%
21,963
+3,348
57
$287K 0.18%
+14,612
58
$278K 0.17%
12,408
+127
59
$272K 0.17%
2,841
+68
60
$272K 0.17%
+933
61
$270K 0.17%
+6,912
62
$266K 0.17%
2,182
63
$262K 0.16%
3,590
+375
64
$261K 0.16%
+1,507
65
$243K 0.15%
7,927
+2,272
66
$218K 0.14%
+11,771
67
$14K 0.01%
39,500
+8,500
68
– –
-3,748
69
– –
-4,874
70
– –
-3,040
71
– –
-46,275
72
– –
-3,490
73
– –
-3,742
74
– –
-9,597
1 2
3