LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
-0.69%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$587M
AUM Growth
+$587M
(+8.5%)
Cap. Flow
+$55.3M
Cap. Flow
% of AUM
9.43%
Top 10 Holdings %
Top 10 Hldgs %
48.54%
Holding
149
New
15
Increased
76
Reduced
36
Closed
5
Top Buys
| 1 |
ALPS Smith Core Plus Bond ETF
SMTH
|
$10.8M |
| 2 |
BlackRock Flexible Income ETF
BINC
|
$7.93M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$7.78M |
| 4 |
JPMorgan Income ETF
JPIE
|
$7.25M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$2.85M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.77M |
| 2 |
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
|
$1.29M |
| 3 |
Honeywell
HON
|
$583K |
| 4 |
Target
TGT
|
$535K |
| 5 |
Moody's
MCO
|
$444K |
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Financials | 5.52% |
| 3 | Healthcare | 3.97% |
| 4 | Industrials | 3.18% |
| 5 | Consumer Discretionary | 2.94% |
