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LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Est. Return
20.71%
This Fund
S&P 500
This Quarter
Est. Return
+9.91%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$255M
AUM Growth
+$31.1M
(+14%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.96%
Top 10 Holdings %
Top 10 Hldgs %
57.49%
Holding
103
New
16
Increased
50
Reduced
26
Closed
6
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$5.42M |
| 2 |
iShares MBS ETF
MBB
|
+$4.91M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$2.67M |
| 4 |
Fidelity Value Factor ETF
FVAL
|
+$1.53M |
| 5 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$681K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.06M |
| 2 |
iShares US Financial Services ETF
IYG
|
+$2.49M |
| 3 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$2.33M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.03M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.1M |
Sector Composition
| 1 | Technology | 5.63% |
| 2 | Financials | 3.32% |
| 3 | Consumer Discretionary | 2.92% |
| 4 | Communication Services | 2.3% |
| 5 | Healthcare | 1.74% |
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