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
$525M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$2.3M
3
+$1.18M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$904K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$871K

Top Sells

1
+$6.75M
2
+$753K
3
+$744K
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$313K
5
CMG icon
Chipotle Mexican Grill
CMG
+$222K

Sector Composition

1 Technology 9.97%
2 Financials 5.03%
3 Healthcare 4.15%
4 Industrials 3.21%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-35,588
127
– –
-3,539
128
– –
-1,812
129
– –
-2,010
2 3 4 5
6