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
$325M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.2M
3
+$8.02M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.17M

Top Sells

1
+$21.1M
2
+$15M
3
+$6.83M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$6.33M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.77M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.34%
3 Consumer Staples 5.12%
4 Financials 4.51%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$759K 0.23%
+7,476
77
$746K 0.23%
23,906
+6
78
$744K 0.23%
5,185
+176
79
$707K 0.22%
27,613
-895
80
$681K 0.21%
8,493
+45
81
$669K 0.21%
24,100
+110
82
$659K 0.2%
+5,165
83
$583K 0.18%
+10,126
84
$547K 0.17%
+2,943
85
$502K 0.15%
4,282
-544
86
$471K 0.14%
16,476
+1,216
87
$463K 0.14%
4,451
+211
88
$461K 0.14%
3,117
89
$453K 0.14%
13,110
-120
90
$426K 0.13%
3,354
+819
91
$402K 0.12%
1,105
-29
92
$398K 0.12%
20,668
+147
93
$388K 0.12%
1,065
+23
94
$380K 0.12%
+30,169
95
$380K 0.12%
4,588
-82,605
96
$373K 0.11%
2,338
+106
97
$365K 0.11%
3,976
-75
98
$365K 0.11%
1,827
-176
99
$354K 0.11%
1,465
+38
100
$346K 0.11%
3,372
-61,770
2 3
4
5 6