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
$347M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.71M
3
+$4.33M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.02M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$3.92M

Top Sells

1
+$12.2M
2
+$10.6M
3
+$3.84M
4
IXN icon
iShares Global Tech ETF
IXN
+$2.98M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.51M

Sector Composition

1 Technology 7.3%
2 Financials 4.19%
3 Healthcare 3.27%
4 Consumer Discretionary 2.9%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.73%
5,036
-13
27
$2.3M 0.66%
38,842
-10,915
28
$2.17M 0.63%
45,000
+15,630
29
$2.13M 0.61%
19,196
-13,420
30
$2.09M 0.6%
12,207
+2,396
31
$1.95M 0.56%
63,100
32
$1.93M 0.56%
4,952
33
$1.86M 0.54%
5,274
-4,860
34
$1.85M 0.53%
2,770
-49
35
$1.85M 0.53%
8,530
+4,401
36
$1.78M 0.51%
5,946
-64
37
$1.77M 0.51%
11,177
+313
38
$1.59M 0.46%
52,297
-1,690
39
$1.58M 0.45%
26,697
+4,076
40
$1.57M 0.45%
30,330
+2,596
41
$1.51M 0.44%
10,440
-460
42
$1.5M 0.43%
5,614
+2,438
43
$1.42M 0.41%
26,291
-226,335
44
$1.41M 0.41%
46,330
45
$1.4M 0.4%
6,693
+423
46
$1.39M 0.4%
20,894
+11,418
47
$1.3M 0.37%
12,640
-7
48
$1.27M 0.37%
5,945
+4,487
49
$1.25M 0.36%
6,611
+62
50
$1.15M 0.33%
4,519
+418
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