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
$350M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.61M
3
+$2.88M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.51M

Top Sells

1
+$3.58M
2
+$2.22M
3
+$1.69M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$907K

Sector Composition

1 Technology 8.09%
2 Financials 4.51%
3 Healthcare 3.67%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.8%
5,513
+477
27
$2.48M 0.71%
13,966
+1,759
28
$2.43M 0.69%
34,948
-49
29
$2.42M 0.69%
10,917
+2,387
30
$2.13M 0.61%
38,916
+74
31
$2.13M 0.61%
6,041
+95
32
$2.06M 0.59%
63,226
+37,551
33
$2M 0.57%
5,583
+309
34
$2M 0.57%
14,675
+3,498
35
$1.99M 0.57%
38,999
+8,669
36
$1.94M 0.55%
63,100
37
$1.87M 0.53%
8,728
+2,783
38
$1.84M 0.53%
37,047
-7,953
39
$1.79M 0.51%
34,635
+7,938
40
$1.76M 0.5%
7,113
+1,499
41
$1.67M 0.48%
4,952
42
$1.67M 0.48%
2,825
+55
43
$1.62M 0.46%
15,244
-3,952
44
$1.51M 0.43%
+51,544
45
$1.51M 0.43%
24,008
+3,114
46
$1.49M 0.43%
49,497
-2,800
47
$1.46M 0.42%
10,480
+40
48
$1.45M 0.41%
12,677
+37
49
$1.43M 0.41%
1,877
+827
50
$1.4M 0.4%
46,330
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