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
$541M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$5.59M
3
+$2.84M
4
IAU icon
iShares Gold Trust
IAU
+$2.15M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.55M

Top Sells

1
+$11.8M
2
+$3.32M
3
+$2.52M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$1.14M

Sector Composition

1 Technology 10.9%
2 Financials 5.39%
3 Healthcare 3.89%
4 Consumer Discretionary 3.4%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$615K 0.11%
2,529
102
$603K 0.11%
1,144
-25
103
$597K 0.11%
22,364
+1
104
$559K 0.1%
10,852
-4,211
105
$546K 0.1%
6,804
-828
106
$535K 0.1%
3,949
-2,191
107
$522K 0.1%
12,677
108
$512K 0.09%
19,425
109
$511K 0.09%
2,321
+4
110
$408K 0.08%
+17,093
111
$394K 0.07%
+3,732
112
$375K 0.07%
18,615
113
$330K 0.06%
1,473
+8
114
$325K 0.06%
+12,963
115
$321K 0.06%
1,637
+11
116
$314K 0.06%
822
-5
117
$313K 0.06%
1,051
-56
118
$292K 0.05%
2,518
+37
119
$290K 0.05%
1,566
-75
120
$279K 0.05%
+680
121
$274K 0.05%
55
+1
122
$269K 0.05%
11,810
-148
123
$261K 0.05%
26,413
+368
124
$227K 0.04%
+2,451
125
$225K 0.04%
506
-21
2 3 4
5
6