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
$282M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12M
3
+$10.8M
4
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$4.27M
5
IYE icon
iShares US Energy ETF
IYE
+$4.21M

Top Sells

1
+$12M
2
+$5.16M
3
+$3.68M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.26M
5
MBB icon
iShares MBS ETF
MBB
+$2.99M

Sector Composition

1 Technology 5.18%
2 Financials 3.46%
3 Consumer Discretionary 2.82%
4 Communication Services 2.35%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$792K 0.28%
34,646
-11,445
52
$734K 0.26%
2,495
+186
53
$724K 0.26%
1,587
+322
54
$702K 0.25%
23,592
-506
55
$673K 0.24%
17,411
+2,552
56
$645K 0.23%
2,114
+218
57
$638K 0.23%
17,613
+6,773
58
$636K 0.23%
2,841
+224
59
$618K 0.22%
819
+276
60
$610K 0.22%
2,762
+338
61
$605K 0.21%
13,207
-112,556
62
$598K 0.21%
5,154
-1,154
63
$537K 0.19%
4,046
+423
64
$528K 0.19%
6,192
+284
65
$519K 0.18%
9,960
66
$479K 0.17%
4,573
+926
67
$477K 0.17%
1,341
+503
68
$470K 0.17%
1,334
+223
69
$444K 0.16%
4,300
+100
70
$420K 0.15%
8,123
-293
71
$419K 0.15%
5,662
+1,844
72
$405K 0.14%
18,283
+50
73
$398K 0.14%
2,826
+136
74
$390K 0.14%
4,263
-8
75
$383K 0.14%
4,404
+884
1 2
3
4 5