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
$159M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1 +$7.1M
2 +$4.28M
3 +$4.21M
4
FQAL icon
Fidelity Quality Factor ETF
FQAL
+$3.19M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.04M

Sector Composition

1 Technology 3.53%
2 Financials 1.72%
3 Consumer Discretionary 1.64%
4 Communication Services 1.57%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.3M 11.47%
650,602
-50,429
2
$16.4M 10.3%
63,321
+2,044
3
$13.7M 8.6%
253,034
-49,747
4
$11.6M 7.3%
232,372
+3,053
5
$7.72M 4.85%
251,910
+104,002
6
$7.1M 4.46%
+123,157
7
$5.17M 3.25%
93,974
+2,609
8
$5.11M 3.21%
101,955
-22,210
9
$5.07M 3.19%
79,751
+668
10
$4.3M 2.7%
105,991
-42,522
11
$4.3M 2.7%
67,588
-572
12
$4.28M 2.69%
+104,580
13
$4.21M 2.65%
+153,490
14
$3.83M 2.41%
60,956
-21,708
15
$3.61M 2.27%
63,000
-94,108
16
$3.51M 2.2%
31,733
-22,810
17
$3.49M 2.19%
36,064
+2,275
18
$3.23M 2.03%
66,116
+677
19
$2.8M 1.76%
93,680
-6,300
20
$2.79M 1.75%
85,474
+171
21
$2.55M 1.6%
111,187
+445
22
$2.04M 1.28%
+43,688
23
$1.83M 1.15%
57,426
+374
24
$1.56M 0.98%
27,902
-19
25
$1.56M 0.98%
9,421
-5,359