LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $742M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.51M
3
+$5.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.36M
5
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$4.95M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$9.79M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$8.77M
5
AVGO icon
Broadcom
AVGO
+$1.19M

Sector Composition

1 Technology 10.48%
2 Financials 5.45%
3 Healthcare 4.02%
4 Consumer Discretionary 3.39%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.15%
40,928
102
$994K 0.15%
+8,061
103
$993K 0.15%
8,672
+1,230
104
$971K 0.14%
4,117
105
$948K 0.14%
4,657
+902
106
$929K 0.14%
13,316
+1,326
107
$918K 0.13%
2,452
+18
108
$911K 0.13%
3,854
+1,186
109
$902K 0.13%
+34,071
110
$880K 0.13%
22,935
-985
111
$874K 0.13%
+34,817
112
$860K 0.13%
888
+208
113
$806K 0.12%
18,348
-2,783
114
$763K 0.11%
1,602
115
$760K 0.11%
2,717
116
$753K 0.11%
14,851
-5,999
117
$710K 0.1%
12,432
-3,301
118
$707K 0.1%
+26,677
119
$683K 0.1%
+1,527
120
$673K 0.1%
8,770
+646
121
$647K 0.09%
1,965
-33
122
$646K 0.09%
+6,618
123
$641K 0.09%
23,860
124
$641K 0.09%
56,255
-1,198
125
$635K 0.09%
5,947
+739
3 4
5
6 7