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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
+2.91%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$282M
AUM Growth
+$26.9M
(+11%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
7.74%
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
|
+$12.8M |
| 2 |
iShares Core Universal USD Bond ETF
IUSB
|
+$12.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$10.5M |
| 4 |
Fidelity Momentum Factor ETF
FDMO
|
+$4.33M |
| 5 |
iShares US Energy ETF
IYE
|
+$3.95M |
Top Sells
| 1 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$12.3M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$5.12M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.65M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.19M |
| 5 |
iShares MBS ETF
MBB
|
+$3.02M |
Sector Composition
| 1 | Technology | 5.18% |
| 2 | Financials | 3.46% |
| 3 | Consumer Discretionary | 2.82% |
| 4 | Communication Services | 2.35% |
| 5 | Healthcare | 2.09% |
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