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
$541M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$5.59M
3
+$2.84M
4
IAU icon
iShares Gold Trust
IAU
+$2.15M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.55M

Top Sells

1
+$11.8M
2
+$3.32M
3
+$2.52M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$1.14M

Sector Composition

1 Technology 10.9%
2 Financials 5.39%
3 Healthcare 3.89%
4 Consumer Discretionary 3.4%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$222K 0.04%
+822
127
$219K 0.04%
+344
128
$214K 0.04%
1,773
+28
129
$213K 0.04%
+3,526
130
$210K 0.04%
+2,221
131
$206K 0.04%
+780
132
$203K 0.04%
2,355
-10
133
$80.5K 0.01%
13,000
-8,000
134
– –
-1,130
135
– –
-1,831
136
– –
-100
137
– –
-7,304
138
– –
-2,198
139
– –
-15,082
140
– –
-9,928
2 3 4 5
6