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
$197M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.3M
3
+$7.29M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.91M

Top Sells

1
+$7.72M
2
+$6.59M
3
+$5.32M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.06M

Sector Composition

1 Technology 4.49%
2 Consumer Discretionary 1.93%
3 Financials 1.9%
4 Communication Services 1.79%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.2%
5,489
+140
52
$383K 0.19%
1,529
+22
53
$378K 0.19%
16,963
-526
54
$368K 0.19%
1,017
+84
55
$345K 0.18%
+5,188
56
$343K 0.17%
1,132
+121
57
$341K 0.17%
8,562
+1,650
58
$341K 0.17%
2,202
+20
59
$321K 0.16%
14,467
-1,329
60
$314K 0.16%
14,612
61
$302K 0.15%
4,359
-58,641
62
$301K 0.15%
+11,895
63
$300K 0.15%
12,832
-562
64
$299K 0.15%
12,601
+830
65
$297K 0.15%
4,035
+445
66
$285K 0.14%
11,890
-518
67
$281K 0.14%
9,077
+1,150
68
$266K 0.14%
18,615
-3,348
69
$262K 0.13%
+1,399
70
$259K 0.13%
2,341
-29,392
71
$253K 0.13%
+1,075
72
$233K 0.12%
+903
73
$227K 0.12%
+3,502
74
$220K 0.11%
+2,468
75
$220K 0.11%
+1,809
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3
4