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
$325M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.2M
3
+$8.02M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.17M

Top Sells

1
+$21.1M
2
+$15M
3
+$6.83M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$6.33M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.77M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.34%
3 Consumer Staples 5.12%
4 Financials 4.51%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.44%
23,234
+254
52
$1.43M 0.44%
44,446
+14,201
53
$1.42M 0.44%
4,637
-315
54
$1.4M 0.43%
6,767
+282
55
$1.39M 0.43%
2,073
+37
56
$1.38M 0.43%
26,466
+3,269
57
$1.33M 0.41%
43,332
58
$1.2M 0.37%
+22,422
59
$1.2M 0.37%
+14,871
60
$1.12M 0.34%
44,184
+48
61
$1.1M 0.34%
39,402
62
$1.09M 0.33%
2,188
+6
63
$1.05M 0.32%
6,450
+205
64
$1.02M 0.31%
32,091
-9,681
65
$970K 0.3%
1,682
-9
66
$961K 0.3%
33,339
67
$925K 0.28%
20,045
-324,087
68
$877K 0.27%
2,463
-2
69
$835K 0.26%
104,412
-14,013
70
$824K 0.25%
7,518
+63
71
$806K 0.25%
4,766
72
$803K 0.25%
19,258
-70,385
73
$803K 0.25%
8,319
+353
74
$801K 0.25%
27,228
-3,920
75
$780K 0.24%
+3,680
1 2
3
4 5