LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $742M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.51M
3
+$5.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.36M
5
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$4.95M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$9.79M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$8.77M
5
AVGO icon
Broadcom
AVGO
+$1.19M

Sector Composition

1 Technology 10.48%
2 Financials 5.45%
3 Healthcare 4.02%
4 Consumer Discretionary 3.39%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.26%
26,026
+2,341
77
$1.74M 0.25%
26,019
+1,854
78
$1.72M 0.25%
3,753
+354
79
$1.71M 0.25%
+67,244
80
$1.69M 0.25%
62,537
81
$1.67M 0.24%
5,559
-176
82
$1.65M 0.24%
7,014
-1,278
83
$1.57M 0.23%
19,180
-7,118
84
$1.5M 0.22%
6,324
-114
85
$1.49M 0.22%
12,390
-700
86
$1.47M 0.22%
32,600
+3,274
87
$1.47M 0.22%
12,356
-57
88
$1.45M 0.21%
2,991
-94
89
$1.38M 0.2%
34,722
-3,063
90
$1.33M 0.19%
29,600
+5,470
91
$1.33M 0.19%
2,777
+108
92
$1.22M 0.18%
26,723
93
$1.21M 0.18%
12,342
-146
94
$1.09M 0.16%
21,292
+2,358
95
$1.09M 0.16%
4,456
-173
96
$1.06M 0.16%
25,274
-153
97
$1.06M 0.15%
5,494
+352
98
$1.05M 0.15%
6,312
+314
99
$1.04M 0.15%
3,739
+617
100
$1.03M 0.15%
38,786
2 3
4
5 6