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
$197M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.3M
3
+$7.29M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.91M

Top Sells

1
+$7.72M
2
+$6.59M
3
+$5.32M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.06M

Sector Composition

1 Technology 4.49%
2 Consumer Discretionary 1.93%
3 Financials 1.9%
4 Communication Services 1.79%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 9.57%
339,635
+237,680
2
$17.4M 8.86%
56,260
-7,061
3
$15.9M 8.1%
262,960
+9,926
4
$15.9M 8.09%
227,361
+104,204
5
$12.9M 6.55%
460,451
-190,151
6
$10.3M 5.25%
+124,223
7
$6.88M 3.5%
214,636
+61,146
8
$6.82M 3.46%
99,804
+71,902
9
$6.69M 3.4%
117,035
-115,337
10
$6.48M 3.3%
71,084
+3,496
11
$5.49M 2.79%
78,428
-1,323
12
$5.16M 2.62%
+94,253
13
$4.81M 2.44%
58,450
-2,506
14
$4.8M 2.44%
111,889
+7,309
15
$4.46M 2.27%
118,772
+33,298
16
$4.24M 2.16%
156,600
+45,413
17
$3.91M 1.99%
+116,053
18
$3.68M 1.87%
93,980
+300
19
$3.62M 1.84%
+82,056
20
$2.63M 1.34%
51,771
-14,345
21
$2.4M 1.22%
+60,441
22
$2.21M 1.12%
20,197
-15,867
23
$2.02M 1.02%
58,172
+746
24
$1.88M 0.96%
31,154
-62,820
25
$1.74M 0.88%
12,580
+480
1
2 3 4