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LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Est. Return
20.71%
This Fund
S&P 500
This Quarter
Est. Return
-0.22%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$22.9M
(+7.5%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
7.7%
Top 10 Holdings %
Top 10 Hldgs %
53.93%
Holding
143
New
20
Increased
88
Reduced
21
Closed
5
Top Buys
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$4.61M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$3.93M |
| 3 |
iShares Global Tech ETF
IXN
|
+$3.54M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$2.62M |
| 5 |
Cintas
CTAS
|
+$2.58M |
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
|
+$1.74M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.68M |
| 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% |
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