LWA
THW

Lineweaver Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Lineweaver Wealth Advisors’s Portfolio THW Stock Details THW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,483
Closed -$134K – 136
2022
Q3 		$134K Buy
10,483
+103
+1% +$1.51K 0.04% 123
2022
Q2 		$149K Sell
10,380
-725
-7% -$11.1K 0.05% 123
2022
Q1 		$169K Buy
11,105
+92
+0.8% +$1.36K 0.05% 138
2021
Q4 		$179K Buy
11,013
+57
+0.5% +$937 0.05% 129
2021
Q3 		$180K Buy
+10,956
New +$184K 0.05% 134

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return