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
$541M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$5.59M
3
+$2.84M
4
IAU icon
iShares Gold Trust
IAU
+$2.15M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.55M

Top Sells

1
+$11.8M
2
+$3.32M
3
+$2.52M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$1.14M

Sector Composition

1 Technology 10.9%
2 Financials 5.39%
3 Healthcare 3.89%
4 Consumer Discretionary 3.4%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.26%
3,004
-3
77
$1.42M 0.26%
2,484
+14
78
$1.39M 0.26%
37,785
79
$1.33M 0.25%
16,194
+1,469
80
$1.28M 0.24%
4,912
+3,723
81
$1.28M 0.24%
21,602
-5,743
82
$1.25M 0.23%
26,405
+1,217
83
$1.25M 0.23%
29,550
84
$1.21M 0.22%
5,165
+636
85
$1.18M 0.22%
13,210
-560
86
$1.17M 0.22%
+20,603
87
$1.05M 0.19%
37,500
-1,002
88
$923K 0.17%
85,230
-27,818
89
$904K 0.17%
15,710
-535
90
$896K 0.17%
14,835
+533
91
$878K 0.16%
23,919
92
$849K 0.16%
21,131
-1,580
93
$798K 0.15%
4,344
+441
94
$784K 0.14%
15,451
+1,734
95
$774K 0.14%
4,062
-41
96
$772K 0.14%
4,117
97
$743K 0.14%
4,833
+256
98
$726K 0.13%
+3,156
99
$678K 0.13%
6,071
-941
100
$638K 0.12%
20,293
-2,149
2 3
4
5 6