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
$303M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$6.36M
3
+$5.95M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.87M

Top Sells

1
+$10.1M
2
+$6.07M
3
+$4.61M
4
IXN icon
iShares Global Tech ETF
IXN
+$3.94M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$3.31M

Sector Composition

1 Technology 6.66%
2 Financials 5.12%
3 Healthcare 4.61%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.1%
17,570
-430
102
$306K 0.1%
20,180
+90
103
$304K 0.1%
3,083
+519
104
$304K 0.1%
14,658
-1,630
105
$298K 0.1%
968
-104
106
$294K 0.1%
3,047
-665
107
$279K 0.09%
1,774
+481
108
$275K 0.09%
2,979
-142
109
$264K 0.09%
7,225
110
$263K 0.09%
18,615
111
$261K 0.09%
+5,696
112
$260K 0.09%
12,731
-737
113
$252K 0.08%
2,358
+105
114
$246K 0.08%
3,687
+14
115
$240K 0.08%
940
-205
116
$226K 0.07%
1,635
-104
117
$221K 0.07%
6,098
118
$220K 0.07%
+11,420
119
$215K 0.07%
+1,528
120
$204K 0.07%
+10,551
121
$204K 0.07%
1,798
-927
122
$170K 0.06%
15,332
-2,018
123
$149K 0.05%
10,380
-725
124
$100K 0.03%
+11,849
125
$27K 0.01%
+527
3 4
5
6 7