LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
-0.22%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$328M
AUM Growth
+$328M
(+7.5%)
Cap. Flow
+$27.2M
Cap. Flow
% of AUM
8.3%
Top 10 Holdings %
Top 10 Hldgs %
53.93%
Holding
143
New
20
Increased
89
Reduced
20
Closed
5
Top Buys
| 1 |
iShares Global Tech ETF
IXN
|
$5.93M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$4.46M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$3.84M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$2.55M |
| 5 |
Cintas
CTAS
|
$2.51M |
Top Sells
| 1 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$4.33M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.96M |
| 3 |
iShares US Energy ETF
IYE
|
$1.83M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$1.65M |
| 5 |
iShares Global Financials ETF
IXG
|
$1.33M |
Sector Composition
| 1 | Technology | 6.5% |
| 2 | Financials | 4.14% |
| 3 | Consumer Discretionary | 2.87% |
| 4 | Healthcare | 2.75% |
| 5 | Communication Services | 2.48% |
