LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $733M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.6M
3
+$9.73M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$3.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.67M

Top Sells

1
+$14M
2
+$13.9M
3
+$10M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.73M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.8M

Sector Composition

1 Technology 10.15%
2 Financials 5.66%
3 Healthcare 3.61%
4 Industrials 3.28%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$516K 0.08%
19,023
-2
127
$496K 0.08%
10,205
+1,074
128
$472K 0.07%
18,615
129
$448K 0.07%
+3,795
130
$419K 0.07%
17,093
131
$344K 0.05%
2,353
-11
132
$336K 0.05%
12,963
133
$335K 0.05%
1,638
134
$334K 0.05%
1,406
+510
135
$331K 0.05%
1,039
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136
$320K 0.05%
29,501
+1,946
137
$310K 0.05%
1,570
+3
138
$297K 0.05%
51
139
$289K 0.05%
843
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140
$261K 0.04%
+100
141
$248K 0.04%
8,574
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142
$248K 0.04%
355
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143
$243K 0.04%
5,595
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144
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2,637
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145
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+4,028
146
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774
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147
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+530
148
$224K 0.04%
2,121
-100
149
$224K 0.04%
736
-46,052
150
$219K 0.03%
1,611
+7
3 4 5
6
7