LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $742M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.51M
3
+$5.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.36M
5
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$4.95M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$9.79M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$8.77M
5
AVGO icon
Broadcom
AVGO
+$1.19M

Sector Composition

1 Technology 10.48%
2 Financials 5.45%
3 Healthcare 4.02%
4 Consumer Discretionary 3.39%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$628K 0.09%
18,285
+1,365
127
$604K 0.09%
+17,231
128
$599K 0.09%
4,668
+873
129
$578K 0.08%
12,677
130
$576K 0.08%
6,852
+48
131
$564K 0.08%
10,421
+22
132
$563K 0.08%
+9,453
133
$551K 0.08%
18,615
134
$541K 0.08%
+18,820
135
$531K 0.08%
10,797
+592
136
$523K 0.08%
919
-29
137
$516K 0.08%
18,475
-950
138
$481K 0.07%
17,324
-1,699
139
$432K 0.06%
17,093
140
$370K 0.05%
2,209
-144
141
$358K 0.05%
29,938
+437
142
$354K 0.05%
1,638
143
$349K 0.05%
1,571
+1
144
$342K 0.05%
12,963
145
$324K 0.05%
974
-65
146
$309K 0.05%
+2,209
147
$292K 0.04%
843
148
$289K 0.04%
+5,339
149
$277K 0.04%
365
+10
150
$275K 0.04%
977
-10
3 4 5
6
7