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
151
$218K 0.03%
+3,730
152
$216K 0.03%
+987
153
$211K 0.03%
2,300
-39
154
$201K 0.03%
+519
155
$200K 0.03%
+3,622
156
$73.3K 0.01%
13,000
157
– –
-3,764
158
– –
-37,500
159
– –
-3,393
160
– –
-822
161
– –
-681
162
– –
-1,267
163
– –
-453
3 4 5 6
7