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
$541M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$5.59M
3
+$2.84M
4
IAU icon
iShares Gold Trust
IAU
+$2.15M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.55M

Top Sells

1
+$11.8M
2
+$3.32M
3
+$2.52M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M
5
STOT icon
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
+$1.14M

Sector Composition

1 Technology 10.9%
2 Financials 5.39%
3 Healthcare 3.89%
4 Consumer Discretionary 3.4%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.7M 11.95%
109,816
-5,636
2
$41.7M 7.71%
234,113
-5,544
3
$25.3M 4.68%
563,975
+34,466
4
$23M 4.25%
91,780
+1,694
5
$22.9M 4.24%
236,606
-121,537
6
$20.8M 3.85%
234,451
-18,791
7
$15.2M 2.8%
593,315
+14,483
8
$14.2M 2.62%
+310,935
9
$13.7M 2.54%
264,174
+54,597
10
$13.3M 2.46%
46,023
-1,427
11
$12.3M 2.27%
233,768
+15,388
12
$12.1M 2.23%
124,650
+8,571
13
$11.9M 2.19%
316,136
-1,716
14
$9.88M 1.83%
206,719
-52,644
15
$9.78M 1.81%
23,178
+1,923
16
$8.2M 1.52%
61,065
+199
17
$7.77M 1.44%
151,476
+216
18
$7.06M 1.3%
115,023
+805
19
$6.57M 1.22%
205,277
-987
20
$6.37M 1.18%
14,056
+1,034
21
$6.35M 1.17%
27,391
+4,256
22
$6.26M 1.16%
80,933
+1,424
23
$5.94M 1.1%
118,903
-814
24
$5.73M 1.06%
23,889
+340
25
$5.59M 1.03%
+26,937
1
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