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
$344M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.2M
3
+$933K
4
CVX icon
Chevron
CVX
+$921K
5
NEE icon
NextEra Energy
NEE
+$871K

Top Sells

1
+$4.05M
2
+$891K
3
+$784K
4
BMY icon
Bristol-Myers Squibb
BMY
+$768K
5
DLTR icon
Dollar Tree
DLTR
+$738K

Sector Composition

1 Technology 8.45%
2 Healthcare 5.08%
3 Financials 4.91%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.78%
17,135
+5
27
$2.65M 0.77%
20,271
+2,061
28
$2.42M 0.7%
23,461
+2,047
29
$2.36M 0.69%
25,013
-1,788
30
$2.15M 0.63%
64,898
+2,263
31
$2.11M 0.61%
7,990
-65
32
$2.07M 0.6%
29,873
-2,461
33
$2.04M 0.59%
12,073
+5,459
34
$2.03M 0.59%
41,088
-8,663
35
$1.97M 0.57%
7,890
+1,100
36
$1.92M 0.56%
13,754
-4,147
37
$1.91M 0.56%
27,372
-2,786
38
$1.88M 0.55%
6,198
+332
39
$1.87M 0.54%
29,047
-2,752
40
$1.78M 0.52%
33,420
-10,596
41
$1.75M 0.51%
10,331
-122
42
$1.72M 0.5%
14,606
+6,761
43
$1.65M 0.48%
55,805
-870
44
$1.58M 0.46%
15,180
-461
45
$1.54M 0.45%
6,682
+13
46
$1.54M 0.45%
10,942
-5,581
47
$1.49M 0.43%
9,577
+490
48
$1.47M 0.43%
4,637
49
$1.41M 0.41%
2,173
+30
50
$1.4M 0.41%
11,713
-5,699
1
2
3 4 5