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
$525M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$2.3M
3
+$1.18M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$904K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$871K

Top Sells

1
+$6.75M
2
+$753K
3
+$744K
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$313K
5
CMG icon
Chipotle Mexican Grill
CMG
+$222K

Sector Composition

1 Technology 9.97%
2 Financials 5.03%
3 Healthcare 4.15%
4 Industrials 3.21%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.37%
7,014
+575
52
$1.91M 0.36%
25,918
+1,020
53
$1.91M 0.36%
30,429
+2,042
54
$1.83M 0.35%
51,995
55
$1.8M 0.34%
45,431
+1,316
56
$1.8M 0.34%
3,144
+440
57
$1.79M 0.34%
10,516
+400
58
$1.77M 0.34%
22,819
+990
59
$1.73M 0.33%
6,319
+371
60
$1.71M 0.33%
26,278
-129
61
$1.7M 0.32%
14,312
+40
62
$1.69M 0.32%
1,885
+129
63
$1.65M 0.32%
1,859
+30
64
$1.63M 0.31%
3,278
+101
65
$1.5M 0.29%
29,258
+995
66
$1.46M 0.28%
27,345
-2,471
67
$1.43M 0.27%
4,798
+98
68
$1.43M 0.27%
3,007
+7
69
$1.42M 0.27%
12,288
+344
70
$1.41M 0.27%
13,023
+583
71
$1.38M 0.26%
31,371
72
$1.38M 0.26%
17,091
+176
73
$1.36M 0.26%
37,785
74
$1.33M 0.25%
14,725
+461
75
$1.28M 0.24%
113,048
-2,607
1 2
3
4 5