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
$305M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.21M
3
+$6.32M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$4.33M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$3.7M

Top Sells

1
+$12.3M
2
+$6.99M
3
+$6.18M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.04M
5
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$4.27M

Sector Composition

1 Technology 5.75%
2 Financials 3.89%
3 Consumer Discretionary 2.82%
4 Communication Services 2.34%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.3M 12.55%
89,021
+4,120
2
$25.6M 8.4%
260,179
-3,890
3
$17.4M 5.7%
653,923
+67,091
4
$16.3M 5.33%
314,227
+56,336
5
$14.3M 4.69%
194,425
-20,742
6
$12.9M 4.24%
235,615
+131,571
7
$11.6M 3.81%
216,962
-10,410
8
$10.6M 3.49%
77,740
+711
9
$10.1M 3.32%
89,658
+1,434
10
$9.99M 3.28%
93,152
+2,064
11
$7.33M 2.41%
+69,818
12
$6.74M 2.21%
121,042
-220,465
13
$6.32M 2.07%
+81,374
14
$5.5M 1.8%
189,032
+28,436
15
$5.22M 1.71%
103,602
-81
16
$5.17M 1.7%
91,848
-692
17
$4.98M 1.63%
132,144
-815
18
$4.46M 1.46%
148,973
+85,047
19
$4.33M 1.42%
+125,500
20
$3.7M 1.21%
+129,922
21
$3.22M 1.06%
53,277
-27,423
22
$3.16M 1.04%
65,839
+9,766
23
$3.13M 1.03%
11,560
+874
24
$2.99M 0.98%
+53,106
25
$2.96M 0.97%
+17,082
1
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