LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
+6.85%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(+14%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
9.46%
Top 10 Holdings %
Top 10 Hldgs %
57.48%
Holding
91
New
9
Increased
58
Reduced
16
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
$6.53M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$5.02M |
| 3 |
Middlefield Banc Corp
MBCN
|
$2.13M |
| 4 |
Fidelity Corporate Bond ETF
FCOR
|
$2.06M |
| 5 |
Tesla
TSLA
|
$1.12M |
Top Sells
Sector Composition
| 1 | Technology | 5.42% |
| 2 | Financials | 2.9% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Communication Services | 1.99% |
| 5 | Healthcare | 1.71% |
