LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12M
3
+$10.8M
4
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$4.27M
5
IYE icon
iShares US Energy ETF
IYE
+$4.21M

Top Sells

1
+$12M
2
+$5.16M
3
+$3.68M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.26M
5
MBB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$236K 0.08%
+1,670
102
$235K 0.08%
+1,068
103
$233K 0.08%
5,381
-276,203
104
$224K 0.08%
4,419
-2,484
105
$223K 0.08%
2,197
-978
106
$222K 0.08%
1,005
+3
107
$221K 0.08%
10,244
108
$219K 0.08%
+1,011
109
$217K 0.08%
+1,810
110
$215K 0.08%
7,267
111
$209K 0.07%
1,149
+25
112
$204K 0.07%
+1,123
113
$132K 0.05%
+10,832
114
– –
-35,961
115
– –
-3,527
116
– –
-2,781
1 2 3 4
5