LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $733M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$9.73M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$3.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.67M

Top Sells

1
+$14M
2
+$13.9M
3
+$10M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.73M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.8M

Sector Composition

1 Technology 10.15%
2 Financials 5.66%
3 Healthcare 3.61%
4 Industrials 3.28%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.28%
13,090
-40
77
$1.73M 0.27%
3,399
+210
78
$1.66M 0.26%
24,165
-2,241
79
$1.66M 0.26%
62,537
+41
80
$1.64M 0.26%
23,685
+1,627
81
$1.47M 0.23%
5,735
+628
82
$1.44M 0.23%
37,785
83
$1.38M 0.22%
26,298
-3,443
84
$1.36M 0.21%
29,326
+5,121
85
$1.36M 0.21%
12,413
-6,483
86
$1.25M 0.2%
3,085
-178
87
$1.18M 0.19%
26,723
-2,127
88
$1.17M 0.18%
12,488
-62
89
$1.14M 0.18%
5,142
+375
90
$1.06M 0.17%
24,130
+1,096
91
$1.06M 0.17%
+20,850
92
$1.05M 0.17%
25,427
+221
93
$1.04M 0.16%
2,669
+86
94
$1.01M 0.16%
+38,786
95
$998K 0.16%
40,928
96
$964K 0.15%
18,934
+1,315
97
$955K 0.15%
5,998
+851
98
$923K 0.15%
7,442
+1,159
99
$894K 0.14%
15,733
+99
100
$892K 0.14%
21,131
2 3
4
5 6