LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $733M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$9.73M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$3.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.67M

Top Sells

1
+$14M
2
+$13.9M
3
+$10M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.73M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.8M

Sector Composition

1 Technology 10.15%
2 Financials 5.66%
3 Healthcare 3.61%
4 Industrials 3.28%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.38%
22,474
-3,143
52
$2.33M 0.37%
23,839
+3,993
53
$2.31M 0.36%
34,218
+1,935
54
$2.3M 0.36%
9,879
+508
55
$2.29M 0.36%
4,951
+491
56
$2.29M 0.36%
8,567
-78
57
$2.17M 0.34%
17,723
+2,342
58
$2.15M 0.34%
2,752
+433
59
$2.12M 0.33%
26,741
-4,532
60
$2.04M 0.32%
43,074
+563
61
$1.98M 0.31%
39,967
+3,333
62
$1.96M 0.31%
22,465
+2,454
63
$1.94M 0.31%
1,964
+60
64
$1.92M 0.3%
40,821
+2,558
65
$1.91M 0.3%
6,109
+1,100
66
$1.9M 0.3%
16,113
+1,177
67
$1.89M 0.3%
6,708
+921
68
$1.88M 0.3%
8,292
-47
69
$1.86M 0.29%
49,255
70
$1.85M 0.29%
20,154
+1,849
71
$1.82M 0.29%
2,489
+4
72
$1.8M 0.28%
8,745
-860
73
$1.79M 0.28%
17,144
+1,700
74
$1.77M 0.28%
6,331
+688
75
$1.76M 0.28%
6,438
-56
1 2
3
4 5