LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
+2.91%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$282M
AUM Growth
+$282M
(+11%)
Cap. Flow
+$23.2M
Cap. Flow
% of AUM
8.21%
Top 10 Holdings %
Top 10 Hldgs %
56.69%
Holding
117
New
21
Increased
58
Reduced
29
Closed
3
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$13.1M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$12M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$10.8M |
| 4 |
Fidelity Momentum Factor ETF
FDMO
|
$4.27M |
| 5 |
iShares US Energy ETF
IYE
|
$4.21M |
Top Sells
| 1 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$12M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$5.16M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.68M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.26M |
| 5 |
iShares MBS ETF
MBB
|
$2.99M |
Sector Composition
| 1 | Technology | 5.18% |
| 2 | Financials | 3.46% |
| 3 | Consumer Discretionary | 2.82% |
| 4 | Communication Services | 2.35% |
| 5 | Healthcare | 2.09% |
