LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM $587M
AUM
$587M
AUM Growth
+$46.1M (+9%)
Cap. Flow
+$56.7M
Cap. Flow % of AUM
9.66%
Top 10 Holdings %Top 10 Hldgs %
48.54%
Holding
149
New
15
Increased
76
Reduced
36
Closed
5
Top Buys
| 1 | $10.8M | |
| 2 | $7.93M | |
| 3 | $7.78M | |
| 4 | $7.25M | |
| 5 | $2.85M |
Top Sells
| 1 | $4.77M | |
| 2 | $1.29M | |
| 3 | $583K | |
| 4 | $444K | |
| 5 | $350K |
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Financials | 5.52% |
| 3 | Healthcare | 3.97% |
| 4 | Industrials | 3.18% |
| 5 | Consumer Discretionary | 2.94% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.08M | 0.87% | 86,227 +42,718 | +98% | +$2.52M | |||
| $4.98M | 0.85% | 24,226 +1,195 | +5% | +$246K | |||
| $4.89M | 0.83% | 25,715 +516 | +2% | +$98.2K | |||
| $4.54M | 0.77% | 77,607 +2,526 | +3% | +$148K | |||
| $4.16M | 0.71% | 26,903 +1,145 | +4% | +$177K | |||
| $4.1M | 0.7% | 60,257 -67 | -0.1% | -$4.56K | |||
| $3.92M | 0.67% | 10,704 +1,154 | +12% | +$423K | |||
| $3.82M | 0.65% | 12,234 +1,055 | +9% | +$330K | |||
| $3.77M | 0.64% | 31,665 +2,724 | +9% | +$324K | |||
| $3.55M | 0.6% | 13,683 +1,871 | +16% | +$485K | |||
| $3.52M | 0.6% | 21,235 +1,278 | +6% | +$212K | |||
| $3.49M | 0.59% | 3,672 +676 | +23% | +$643K | |||
| $3.49M | 0.59% | 20,865 -1,398 | -6% | -$234K | |||
| $3.14M | 0.53% | 18,422 -2,055 | -10% | -$350K | |||
| $3.14M | 0.53% | 14,956 -44 | -0.3% | -$9.22K | |||
| $3.11M | 0.53% | 43,870 +49 | +0.1% | +$3.47K | |||
| $2.89M | 0.49% | 76,568 | – | – | |||
| $2.81M | 0.48% | 31,273 +2,410 | +8% | +$216K | |||
| $2.76M | 0.47% | 7,868 -82 | -1% | -$28.8K | |||
| $2.63M | 0.45% | 5,009 -601 | -11% | -$316K | |||
| $2.45M | 0.42% | 8,645 +348 | +4% | +$98.5K | |||
| $2.43M | 0.41% | 34,238 +2,107 | +7% | +$150K | |||
| $2.36M | 0.4% | 31,218 +2,584 | +9% | +$196K | |||
| $2.25M | 0.38% | 3,902 +278 | +8% | +$160K | |||
| $2.24M | 0.38% | 14,904 +3,740 | +34% | +$561K |
