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
$386M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.75M
3
+$3.79M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.38M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$3.29M

Top Sells

1
+$9.8M
2
+$3.87M
3
+$3.17M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.06M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.64M

Sector Composition

1 Technology 9.64%
2 Financials 5.4%
3 Healthcare 4.52%
4 Consumer Discretionary 3.17%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$462K 0.12%
2,479
-574
102
$451K 0.12%
+8,890
103
$449K 0.12%
1,559
-46
104
$448K 0.12%
3,101
+1,894
105
$445K 0.12%
870
-234
106
$435K 0.11%
1,017
-97
107
$407K 0.11%
7,289
108
$378K 0.1%
13,130
-51,768
109
$322K 0.08%
803
+6
110
$315K 0.08%
25,867
-5,021
111
$311K 0.08%
2,010
-474
112
$297K 0.08%
18,615
113
$289K 0.07%
+1,697
114
$276K 0.07%
2,378
-9,335
115
$273K 0.07%
2,838
-103
116
$268K 0.07%
450
+3
117
$257K 0.07%
15,290
-4,952
118
$254K 0.07%
5,519
-2,406
119
$253K 0.07%
+970
120
$249K 0.06%
5,418
-13,565
121
$235K 0.06%
1,635
-435
122
$230K 0.06%
11,023
-2,719
123
$205K 0.05%
4,668
-17
124
$172K 0.04%
5,593
-526
125
$29.4K 0.01%
527
2 3 4
5
6