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
$330M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$3.28M
3
+$2.93M
4
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$2.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.29M

Top Sells

1
+$7.21M
2
+$3.32M
3
+$1.86M
4
COP icon
ConocoPhillips
COP
+$932K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$830K

Sector Composition

1 Healthcare 5.89%
2 Technology 5.81%
3 Consumer Staples 4.72%
4 Financials 4.26%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.85%
54,531
+6,201
27
$2.74M 0.83%
15,526
-290
28
$2.61M 0.79%
27,986
+377
29
$2.59M 0.79%
+54,094
30
$2.29M 0.69%
+31,865
31
$2.22M 0.67%
16,579
-821
32
$2.18M 0.66%
32,716
+152
33
$2.17M 0.66%
15,423
-186
34
$2.16M 0.65%
19,427
-1,357
35
$2.06M 0.62%
65,423
+2,197
36
$2.04M 0.62%
72,104
37
$2.03M 0.61%
17,964
-1,856
38
$2.01M 0.61%
42,564
-1,908
39
$1.99M 0.6%
32,255
-354
40
$1.98M 0.6%
7,522
-235
41
$1.87M 0.57%
47,514
-2,913
42
$1.61M 0.49%
32,496
-441
43
$1.59M 0.48%
8,821
-339
44
$1.56M 0.47%
4,946
-140
45
$1.49M 0.45%
11,481
-655
46
$1.46M 0.44%
51,544
47
$1.46M 0.44%
22,980
+10,007
48
$1.45M 0.44%
2,036
-193
49
$1.4M 0.43%
28,977
-1,053
50
$1.39M 0.42%
7,981
+347
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