LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $733M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$9.73M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$3.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.67M

Top Sells

1
+$14M
2
+$13.9M
3
+$10M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.73M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.8M

Sector Composition

1 Technology 10.15%
2 Financials 5.66%
3 Healthcare 3.61%
4 Industrials 3.28%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$892K 0.14%
23,920
+1
102
$869K 0.14%
2,434
+390
103
$854K 0.13%
4,117
-9
104
$852K 0.13%
+11,990
105
$821K 0.13%
4,629
+461
106
$804K 0.13%
1,602
-448
107
$768K 0.12%
+3,755
108
$732K 0.12%
2,717
109
$707K 0.11%
+3,122
110
$673K 0.11%
2,281
-14
111
$649K 0.1%
57,453
-16,680
112
$645K 0.1%
1,998
+426
113
$628K 0.1%
23,860
114
$623K 0.1%
20,293
115
$614K 0.1%
+2,668
116
$592K 0.09%
+7,988
117
$572K 0.09%
+16,920
118
$568K 0.09%
+8,124
119
$564K 0.09%
6,804
120
$556K 0.09%
12,677
121
$554K 0.09%
10,399
+22
122
$554K 0.09%
5,208
+483
123
$545K 0.09%
+680
124
$533K 0.08%
948
-18
125
$530K 0.08%
19,425
3 4
5
6 7