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
$303M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.36M
3
+$5.95M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.87M

Top Sells

1
+$10.1M
2
+$6.07M
3
+$4.61M
4
IXN icon
iShares Global Tech ETF
IXN
+$3.94M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$3.31M

Sector Composition

1 Technology 6.66%
2 Financials 5.12%
3 Healthcare 4.61%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$653K 0.22%
15,646
+5,479
77
$623K 0.21%
5,300
+228
78
$599K 0.2%
2,812
+359
79
$542K 0.18%
10,730
-191
80
$519K 0.17%
+4,891
81
$516K 0.17%
3,203
+230
82
$515K 0.17%
7,386
-75
83
$514K 0.17%
6,009
+255
84
$492K 0.16%
4,815
-109
85
$483K 0.16%
4,420
-200
86
$479K 0.16%
9,293
+1,965
87
$472K 0.16%
15,191
+202
88
$456K 0.15%
3,597
-249
89
$414K 0.14%
19,774
-2,562
90
$399K 0.13%
9,859
-1,170
91
$395K 0.13%
14,080
92
$384K 0.13%
+10,914
93
$382K 0.13%
+19,221
94
$381K 0.13%
2,193
+103
95
$380K 0.13%
+40,778
96
$369K 0.12%
1,648
-41
97
$355K 0.12%
1,461
+35
98
$326K 0.11%
1,198
+37
99
$311K 0.1%
2,031
+568
100
$311K 0.1%
3,721
-533
2 3
4
5 6