LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
+0.65%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$541M
AUM Growth
+$541M
(+3%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
3.08%
Top 10 Holdings %
Top 10 Hldgs %
47.1%
Holding
141
New
15
Increased
66
Reduced
43
Closed
7
Top Buys
| 1 |
JPMorgan Income ETF
JPIE
|
$14.2M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$5.59M |
| 3 |
BlackRock Flexible Income ETF
BINC
|
$2.84M |
| 4 |
iShares Gold Trust
IAU
|
$2.15M |
| 5 |
Fidelity Total Bond ETF
FBND
|
$1.55M |
Top Sells
Sector Composition
| 1 | Technology | 10.9% |
| 2 | Financials | 5.39% |
| 3 | Healthcare | 3.89% |
| 4 | Consumer Discretionary | 3.4% |
| 5 | Industrials | 3.25% |
