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
$325M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.2M
3
+$8.02M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.17M

Top Sells

1
+$21.1M
2
+$15M
3
+$6.83M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$6.33M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.77M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.34%
3 Consumer Staples 5.12%
4 Financials 4.51%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$342K 0.11%
3,772
+14
102
$317K 0.1%
+27,960
103
$314K 0.1%
2,751
-19
104
$308K 0.09%
6,102
-2,052
105
$307K 0.09%
2,950
-99
106
$304K 0.09%
14,777
+44
107
$288K 0.09%
18,615
108
$281K 0.09%
1,473
-750
109
$266K 0.08%
7,289
110
$263K 0.08%
12,991
+96
111
$248K 0.08%
2,480
-3
112
$235K 0.07%
5,352
-80,530
113
$227K 0.07%
1,849
+21
114
$224K 0.07%
1,798
115
$222K 0.07%
11,609
+69
116
$221K 0.07%
536
+1
117
$217K 0.07%
+868
118
$216K 0.07%
1,308
-146
119
$207K 0.06%
4,629
-9,543
120
$206K 0.06%
10,681
+49
121
$204K 0.06%
2,038
-654
122
$160K 0.05%
+12,375
123
$155K 0.05%
+12,396
124
$133K 0.04%
4,893
+363
125
$65.4K 0.02%
+1,293
2 3 4
5
6