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
$224M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$2.13M
3
+$2.06M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$749K
5
MSFT icon
Microsoft
MSFT
+$425K

Top Sells

1
+$378K
2
+$301K
3
+$285K
4
K icon
Kellanova
K
+$216K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$199K

Sector Composition

1 Technology 5.42%
2 Financials 2.9%
3 Consumer Discretionary 2.52%
4 Communication Services 1.99%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.9%
9,575
+2,022
27
$1.94M 0.87%
53,186
-4,986
28
$1.43M 0.64%
9,999
-936
29
$1.4M 0.62%
36,772
-641
30
$1.07M 0.48%
3,440
+98
31
$1.03M 0.46%
7,388
+667
32
$1M 0.45%
5,077
+54
33
$956K 0.43%
4,490
+66
34
$953K 0.43%
44,260
+6,894
35
$816K 0.36%
13,728
+2,987
36
$813K 0.36%
4,319
+71
37
$770K 0.34%
8,001
+897
38
$749K 0.33%
+6,462
39
$726K 0.32%
9,920
+1,960
40
$681K 0.3%
4,578
+313
41
$613K 0.27%
28,763
+47
42
$608K 0.27%
2,324
+459
43
$601K 0.27%
4,844
+996
44
$590K 0.26%
2,951
+235
45
$575K 0.26%
6,075
-142
46
$569K 0.25%
3,422
+411
47
$562K 0.25%
12,063
+3,501
48
$560K 0.25%
2,554
-54
49
$540K 0.24%
24,743
+50
50
$528K 0.24%
6,149
+660
1
2
3 4