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
$197M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.3M
3
+$7.29M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.91M

Top Sells

1
+$7.72M
2
+$6.59M
3
+$5.32M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.06M

Sector Composition

1 Technology 4.49%
2 Consumer Discretionary 1.93%
3 Financials 1.9%
4 Communication Services 1.79%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.11%
+3,490
77
$215K 0.11%
+495
78
$214K 0.11%
+3,040
79
$201K 0.1%
+2,197
80
$85K 0.04%
+10,202
81
$70K 0.04%
+2,705
82
– –
-39,500
83
– –
-251,910
84
– –
-105,991
85
– –
-9,421
86
– –
-43,688
1 2 3
4