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
$303M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.36M
3
+$5.95M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.87M

Top Sells

1
+$10.1M
2
+$6.07M
3
+$4.61M
4
IXN icon
iShares Global Tech ETF
IXN
+$3.94M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$3.31M

Sector Composition

1 Technology 6.66%
2 Financials 5.12%
3 Healthcare 4.61%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.39%
41,230
-5,100
52
$1.17M 0.39%
4,257
+379
53
$1.16M 0.38%
10,620
+140
54
$1.06M 0.35%
11,397
+1,498
55
$992K 0.33%
39,402
56
$990K 0.33%
4,716
+246
57
$957K 0.32%
35,063
+20,213
58
$946K 0.31%
6,539
+99
59
$916K 0.3%
1,687
-1,138
60
$892K 0.29%
30,245
+1,605
61
$886K 0.29%
32,847
+22,277
62
$862K 0.28%
20,235
+2,136
63
$856K 0.28%
6,703
+499
64
$814K 0.27%
4,936
-107
65
$801K 0.26%
+3,624
66
$801K 0.26%
2,456
+4
67
$796K 0.26%
24,218
-715
68
$769K 0.25%
6,235
69
$711K 0.23%
2,255
-48
70
$711K 0.23%
25,113
-3,275
71
$708K 0.23%
1,478
+20
72
$703K 0.23%
11,181
+2,221
73
$698K 0.23%
9,147
-336
74
$663K 0.22%
8,293
+55
75
$662K 0.22%
7,017
-72
1 2
3
4 5