LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.2M
3
+$8.02M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.17M

Top Sells

1
+$21.1M
2
+$15M
3
+$6.83M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$6.33M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.77M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.34%
3 Consumer Staples 5.12%
4 Financials 4.51%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.7K 0.01%
527
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130
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133
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134
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135
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136
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137
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-4,957
138
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-7,084
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6