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

Top Buys

1
+$9.49M
2
+$6.36M
3
+$5.95M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.87M

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
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-37,996
152
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-67,953
153
– –
-2,930
154
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-2,009
155
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-10,314
156
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-1,508
157
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-7,063
3 4 5 6
7