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
$282M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12M
3
+$10.8M
4
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$4.27M
5
IYE icon
iShares US Energy ETF
IYE
+$4.21M

Top Sells

1
+$12M
2
+$5.16M
3
+$3.68M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.26M
5
MBB icon
iShares MBS ETF
MBB
+$2.99M

Sector Composition

1 Technology 5.18%
2 Financials 3.46%
3 Consumer Discretionary 2.82%
4 Communication Services 2.35%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$377K 0.13%
1,516
+141
77
$361K 0.13%
+1,405
78
$361K 0.13%
761
-1
79
$359K 0.13%
4,885
+558
80
$358K 0.13%
16,587
-2,093
81
$356K 0.13%
7,021
-391
82
$355K 0.13%
2,510
+674
83
$338K 0.12%
15,564
+43
84
$335K 0.12%
15,148
+69
85
$335K 0.12%
2,227
+25
86
$321K 0.11%
+14,608
87
$321K 0.11%
5,948
+1,595
88
$311K 0.11%
+1,370
89
$305K 0.11%
4,061
-543
90
$299K 0.11%
1,215
+48
91
$289K 0.1%
2,452
+357
92
$284K 0.1%
+2,495
93
$282K 0.1%
+2,833
94
$272K 0.1%
1,141
+71
95
$264K 0.09%
812
+30
96
$261K 0.09%
851
+40
97
$261K 0.09%
4,459
+723
98
$251K 0.09%
18,840
+1,800
99
$249K 0.09%
18,615
100
$249K 0.09%
+4,472
1 2 3
4
5