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
$305M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.21M
3
+$6.32M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$4.33M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$3.7M

Top Sells

1
+$12.3M
2
+$6.99M
3
+$6.18M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.04M
5
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$4.27M

Sector Composition

1 Technology 5.75%
2 Financials 3.89%
3 Consumer Discretionary 2.82%
4 Communication Services 2.34%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$938K 0.31%
4,013
+107
52
$887K 0.29%
2,551
+56
53
$835K 0.27%
7,163
+4,668
54
$835K 0.27%
21,326
+3,713
55
$826K 0.27%
945
+126
56
$818K 0.27%
1,621
+34
57
$762K 0.25%
18,482
+1,071
58
$697K 0.23%
2,188
+74
59
$665K 0.22%
2,879
+38
60
$651K 0.21%
2,841
+79
61
$598K 0.2%
3,872
-174
62
$592K 0.19%
6,204
+12
63
$578K 0.19%
17,820
-50,071
64
$544K 0.18%
1,376
+42
65
$538K 0.18%
4,300
66
$526K 0.17%
9,960
67
$523K 0.17%
5,949
+1,545
68
$520K 0.17%
3,515
+1,005
69
$498K 0.16%
1,365
+24
70
$492K 0.16%
4,177
-52,492
71
$476K 0.16%
4,544
-29
72
$455K 0.15%
8,597
+474
73
$454K 0.15%
776
+15
74
$448K 0.15%
5,676
+14
75
$420K 0.14%
4,257
-6
1 2
3
4 5