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
$308M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.76M
3
+$7.21M
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.78M
5
IBM icon
IBM
IBM
+$1.67M

Top Sells

1
+$7.39M
2
+$4.91M
3
+$4.09M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
WFC icon
Wells Fargo
WFC
+$1.53M

Sector Composition

1 Technology 6.35%
2 Healthcare 5.02%
3 Consumer Staples 4.32%
4 Financials 4.31%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.85%
27,609
+16,212
27
$2.58M 0.84%
15,816
+909
28
$2.12M 0.69%
48,330
+9,308
29
$2.03M 0.66%
17,965
-1,488
30
$1.94M 0.63%
72,104
+30,874
31
$1.92M 0.62%
44,472
+3,216
32
$1.92M 0.62%
19,820
-228
33
$1.92M 0.62%
50,427
+5,484
34
$1.86M 0.6%
63,226
35
$1.86M 0.6%
64,975
+1,399
36
$1.86M 0.6%
15,609
+14,081
37
$1.82M 0.59%
17,400
+1,919
38
$1.79M 0.58%
20,784
+2,492
39
$1.79M 0.58%
7,757
+453
40
$1.79M 0.58%
32,564
+5,272
41
$1.72M 0.56%
32,609
-804
42
$1.69M 0.55%
16,498
+1,855
43
$1.59M 0.52%
32,937
-2,589
44
$1.54M 0.5%
5,815
-44
45
$1.52M 0.49%
58,297
+7,954
46
$1.49M 0.48%
9,160
+968
47
$1.41M 0.46%
12,136
-98
48
$1.41M 0.46%
5,086
+829
49
$1.37M 0.44%
51,544
50
$1.29M 0.42%
7,295
-3,663
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