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
$255M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.91M
3
+$2.87M
4
FVAL icon
Fidelity Value Factor ETF
FVAL
+$1.63M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$698K

Top Sells

1
+$3.43M
2
+$2.49M
3
+$2.33M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.16M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.18M

Sector Composition

1 Technology 5.63%
2 Financials 3.32%
3 Consumer Discretionary 2.92%
4 Communication Services 2.3%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.89%
10,168
+593
27
$2.07M 0.81%
53,671
+485
28
$1.46M 0.57%
35,961
-811
29
$1.43M 0.56%
4,089
+649
30
$1.28M 0.5%
5,487
+410
31
$1.09M 0.43%
4,689
+199
32
$1.07M 0.42%
7,731
+343
33
$1.04M 0.41%
8,186
+185
34
$1M 0.39%
46,091
+1,831
35
$912K 0.36%
4,301
-18
36
$893K 0.35%
4,933
+89
37
$884K 0.35%
15,055
+1,327
38
$828K 0.32%
17,250
+5,187
39
$811K 0.32%
9,260
-660
40
$796K 0.31%
5,060
+482
41
$779K 0.31%
3,563
+612
42
$739K 0.29%
6,308
-154
43
$710K 0.28%
6,639
+490
44
$698K 0.27%
+24,098
45
$655K 0.26%
6,629
+554
46
$647K 0.25%
4,065
+643
47
$630K 0.25%
2,309
-15
48
$625K 0.25%
2,810
+1,243
49
$589K 0.23%
1,265
+103
50
$561K 0.22%
2,617
+63
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2
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