LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $742M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.51M
3
+$5.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.36M
5
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$4.95M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$9.79M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$8.77M
5
AVGO icon
Broadcom
AVGO
+$1.19M

Sector Composition

1 Technology 10.48%
2 Financials 5.45%
3 Healthcare 4.02%
4 Consumer Discretionary 3.39%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.39%
18,862
-145
52
$2.51M 0.37%
24,334
+495
53
$2.5M 0.37%
22,756
+282
54
$2.33M 0.34%
47,715
-201,311
55
$2.33M 0.34%
18,804
+2,691
56
$2.32M 0.34%
37,125
+2,907
57
$2.24M 0.33%
23,567
+1,102
58
$2.24M 0.33%
11,296
+814
59
$2.24M 0.33%
4,482
-469
60
$2.19M 0.32%
43,443
+3,476
61
$2.19M 0.32%
6,340
+231
62
$2.19M 0.32%
46,112
+3,038
63
$2.09M 0.31%
8,462
-105
64
$2.03M 0.3%
14,313
-3,410
65
$2.02M 0.3%
7,153
+822
66
$1.97M 0.29%
20,830
+676
67
$1.95M 0.29%
39,917
-904
68
$1.93M 0.28%
7,086
+378
69
$1.93M 0.28%
18,144
+1,000
70
$1.93M 0.28%
2,495
+6
71
$1.87M 0.27%
48,087
-1,168
72
$1.87M 0.27%
2,020
+56
73
$1.86M 0.27%
6,606
+4,325
74
$1.81M 0.27%
9,860
+1,115
75
$1.79M 0.26%
2,344
-408
1 2
3
4 5