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
$303M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$6.69M
3
+$6.2M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.7M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.9M

Top Sells

1
+$10.1M
2
+$6.07M
3
+$4.61M
4
IXN icon
iShares Global Tech ETF
IXN
+$3.94M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$3.31M

Sector Composition

1 Technology 6.66%
2 Financials 5.12%
3 Healthcare 4.61%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-8,728
152
– –
-31,610
153
– –
-1,010
154
– –
-850
155
– –
-3,091
156
– –
-10,200
157
– –
-13,589
3 4 5 6
7