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
$305M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.21M
3
+$6.32M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$4.33M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$3.7M

Top Sells

1
+$12.3M
2
+$6.99M
3
+$6.18M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.04M
5
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$4.27M

Sector Composition

1 Technology 5.75%
2 Financials 3.89%
3 Consumer Discretionary 2.82%
4 Communication Services 2.34%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.14%
2,775
-51
77
$409K 0.13%
1,678
+308
78
$406K 0.13%
18,328
+45
79
$400K 0.13%
20,000
+1,160
80
$398K 0.13%
+1,156
81
$386K 0.13%
1,585
+69
82
$375K 0.12%
8,154
-5,053
83
$372K 0.12%
812
84
$369K 0.12%
+16,789
85
$368K 0.12%
4,744
-141
86
$358K 0.12%
16,616
+29
87
$357K 0.12%
14,796
+188
88
$357K 0.12%
7,029
+8
89
$356K 0.12%
2,227
90
$351K 0.12%
6,155
+207
91
$345K 0.11%
3,202
+369
92
$342K 0.11%
4,106
+45
93
$339K 0.11%
15,214
+66
94
$339K 0.11%
15,602
+38
95
$321K 0.11%
1,181
-34
96
$320K 0.11%
+7,339
97
$318K 0.1%
2,565
+113
98
$311K 0.1%
4,938
+466
99
$310K 0.1%
851
100
$305K 0.1%
1,129
-12
2 3
4
5 6