LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
1-Year Return
13.23%
This Quarter Return
-12.41%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$303M
AUM Growth
-$47.1M
(-13%)
Cap. Flow
-$5.23M
Cap. Flow
% of AUM
-1.73%
Top 10 Holdings %
Top 10 Hldgs %
55.44%
Holding
158
New
18
Increased
57
Reduced
40
Closed
32
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$9.49M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$6.36M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.95M |
| 4 |
iShares US Infrastructure ETF
IFRA
|
$2.49M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.87M |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$10.1M |
| 2 |
Fidelity Corporate Bond ETF
FCOR
|
$6.07M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$4.61M |
| 4 |
iShares Global Tech ETF
IXN
|
$3.94M |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
$3.31M |
Sector Composition
| 1 | Technology | 6.66% |
| 2 | Financials | 5.12% |
| 3 | Healthcare | 4.61% |
| 4 | Consumer Staples | 3.62% |
| 5 | Consumer Discretionary | 2.73% |
