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
$386M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.75M
3
+$3.79M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.38M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$3.29M

Top Sells

1
+$9.8M
2
+$3.87M
3
+$3.17M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.06M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.64M

Sector Composition

1 Technology 9.64%
2 Financials 5.4%
3 Healthcare 4.52%
4 Consumer Discretionary 3.17%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.41%
20,758
+3,367
52
$1.56M 0.4%
9,153
-1,178
53
$1.53M 0.4%
5,831
+2,662
54
$1.44M 0.37%
3,171
+1,204
55
$1.41M 0.37%
8,841
-4,913
56
$1.38M 0.36%
41,126
+7,761
57
$1.35M 0.35%
5,720
+809
58
$1.35M 0.35%
26,783
+1,417
59
$1.32M 0.34%
1,994
-192
60
$1.25M 0.32%
24,018
-188,356
61
$1.25M 0.32%
25,757
-15,331
62
$1.25M 0.32%
38,216
-5,402
63
$1.25M 0.32%
38,502
-900
64
$1.25M 0.32%
24,209
+10,087
65
$1.2M 0.31%
2,050
+1,176
66
$1.18M 0.31%
110,769
-5,208
67
$1.16M 0.3%
31,050
-5,620
68
$1.14M 0.3%
2,471
69
$1.12M 0.29%
2,899
+1,383
70
$1.12M 0.29%
7,739
+1,109
71
$1.11M 0.29%
19,246
+10,431
72
$1.07M 0.28%
3,901
+1,843
73
$1.05M 0.27%
32,176
-3,562
74
$1.01M 0.26%
1,433
+787
75
$993K 0.26%
+19,482
1 2
3
4 5