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
$541M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$5.59M
3
+$2.84M
4
IAU icon
iShares Gold Trust
IAU
+$2.15M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.55M

Top Sells

1
+$11.8M
2
+$3.32M
3
+$2.52M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$1.14M

Sector Composition

1 Technology 10.9%
2 Financials 5.39%
3 Healthcare 3.89%
4 Consumer Discretionary 3.4%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.41%
2,104
+219
52
$2.15M 0.4%
+43,509
53
$2.14M 0.4%
18,567
+45
54
$2.13M 0.39%
3,624
+480
55
$2.01M 0.37%
28,634
+495
56
$1.99M 0.37%
8,297
-10
57
$1.93M 0.36%
24,460
+1,641
58
$1.93M 0.36%
43,815
-1,616
59
$1.88M 0.35%
3,282
+4
60
$1.8M 0.33%
2,333
+118
61
$1.78M 0.33%
29,804
+3,886
62
$1.77M 0.33%
49,255
-2,740
63
$1.7M 0.31%
11,164
+648
64
$1.66M 0.31%
3,192
+1,568
65
$1.65M 0.3%
1,788
-71
66
$1.62M 0.3%
32,278
+3,020
67
$1.54M 0.29%
13,396
-916
68
$1.54M 0.28%
27,124
+846
69
$1.53M 0.28%
16,959
-132
70
$1.51M 0.28%
14,191
+1,168
71
$1.51M 0.28%
33,597
+2,226
72
$1.51M 0.28%
18,882
-3,823
73
$1.5M 0.28%
5,158
+360
74
$1.47M 0.27%
13,629
+1,341
75
$1.42M 0.26%
3,348
+356
1 2
3
4 5