LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
+5.69%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$325M
AUM Growth
+$325M
(-1.5%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-5.64%
Top 10 Holdings %
Top 10 Hldgs %
52.86%
Holding
139
New
17
Increased
59
Reduced
40
Closed
12
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$24.1M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$13.2M |
| 3 |
iShares MBS ETF
MBB
|
$8.02M |
| 4 |
iShares S&P 100 ETF
OEF
|
$6.09M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$4.17M |
Top Sells
Sector Composition
| 1 | Technology | 7.38% |
| 2 | Healthcare | 5.34% |
| 3 | Consumer Staples | 5.12% |
| 4 | Financials | 4.51% |
| 5 | Consumer Discretionary | 2.98% |
