LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
-12.75%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(-10%)
Cap. Flow
+$4.75M
Cap. Flow
% of AUM
2.99%
Top 10 Holdings %
Top 10 Hldgs %
59.33%
Holding
74
New
10
Increased
43
Reduced
13
Closed
7
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$7.1M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$4.28M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$4.21M |
| 4 |
Fidelity Quality Factor ETF
FQAL
|
$3.19M |
| 5 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$2.05M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$5.4M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.69M |
| 3 |
iShares MBS ETF
MBB
|
$2.52M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.9M |
| 5 |
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% |
