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
$351M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.8M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$901K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$835K

Top Sells

1
+$3.26M
2
+$3.03M
3
+$1.71M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.19M
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$1.02M

Sector Composition

1 Technology 7.68%
2 Healthcare 4.92%
3 Consumer Staples 4.68%
4 Financials 4.65%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.74%
49,751
+463
27
$2.48M 0.71%
17,053
+278
28
$2.47M 0.7%
21,414
-35
29
$2.4M 0.69%
8,055
+150
30
$2.37M 0.68%
17,901
+6,159
31
$2.36M 0.67%
32,334
-1,105
32
$2.31M 0.66%
44,016
-63
33
$2.3M 0.66%
62,635
+1,192
34
$2.25M 0.64%
72,104
35
$2.21M 0.63%
16,523
+229
36
$2.18M 0.62%
18,210
-431
37
$2.15M 0.61%
31,799
+235
38
$2.15M 0.61%
33,541
-213
39
$2.09M 0.59%
30,158
+251
40
$1.94M 0.55%
10,453
-126
41
$1.83M 0.52%
5,866
+302
42
$1.8M 0.51%
17,412
-281
43
$1.78M 0.51%
6,790
+23
44
$1.69M 0.48%
56,675
+23,336
45
$1.68M 0.48%
15,641
-721
46
$1.63M 0.46%
9,087
+510
47
$1.61M 0.46%
4,637
48
$1.58M 0.45%
6,669
+6
49
$1.49M 0.42%
2,143
+70
50
$1.47M 0.42%
47,894
-38,784
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