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
$328M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.84M
3
+$3.43M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.55M
5
CTAS icon
Cintas
CTAS
+$2.51M

Top Sells

1
+$4.33M
2
+$2.96M
3
+$1.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.65M
5
IXG icon
iShares Global Financials ETF
IXG
+$1.33M

Sector Composition

1 Technology 6.5%
2 Financials 4.14%
3 Consumer Discretionary 2.87%
4 Healthcare 2.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.85%
25,849
+2,964
27
$2.62M 0.8%
10,134
+15
28
$2.56M 0.78%
34,509
-463
29
$2.47M 0.75%
86,397
-43,525
30
$2.45M 0.75%
17,518
+6,363
31
$1.97M 0.6%
5,049
+203
32
$1.88M 0.57%
63,100
+11,390
33
$1.78M 0.54%
10,864
+770
34
$1.76M 0.54%
+4,952
35
$1.7M 0.52%
6,549
+57
36
$1.64M 0.5%
6,010
+43
37
$1.61M 0.49%
2,819
+1,198
38
$1.58M 0.48%
9,811
+1,901
39
$1.57M 0.48%
+53,987
40
$1.5M 0.46%
27,734
+5,186
41
$1.46M 0.44%
10,900
+480
42
$1.38M 0.42%
35,661
-11,529
43
$1.36M 0.42%
29,370
+4,008
44
$1.35M 0.41%
+46,330
45
$1.29M 0.39%
11,721
-425
46
$1.14M 0.35%
12,647
+270
47
$1.11M 0.34%
37,740
-3,469
48
$1.11M 0.34%
4,101
+147
49
$1.09M 0.33%
6,270
+317
50
$1.02M 0.31%
4,327
+26
1
2
3 4 5