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
$421M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$713K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$706K
5
DE icon
Deere & Co
DE
+$686K

Top Sells

1
+$980K
2
+$744K
3
+$475K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$462K
5
PFE icon
Pfizer
PFE
+$378K

Sector Composition

1 Technology 9.5%
2 Financials 5.63%
3 Healthcare 4.75%
4 Consumer Discretionary 2.97%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 0.83%
23,108
+443
27
$3.41M 0.81%
72,468
+2,154
28
$3.34M 0.79%
6,730
+402
29
$3.31M 0.79%
20,425
+438
30
$3.28M 0.78%
58,461
-1,581
31
$3.25M 0.77%
20,601
+1,122
32
$3.01M 0.72%
7,850
+287
33
$2.91M 0.69%
25,021
+2,274
34
$2.71M 0.64%
76,568
-5,735
35
$2.67M 0.64%
20,130
+400
36
$2.4M 0.57%
8,521
+456
37
$2.35M 0.56%
36,845
+2,754
38
$2.26M 0.54%
11,011
+733
39
$2.21M 0.52%
19,968
-246
40
$2.06M 0.49%
27,742
+383
41
$2.03M 0.48%
13,654
+1,519
42
$2.03M 0.48%
2,416
+53
43
$2M 0.47%
7,161
+105
44
$1.98M 0.47%
22,667
+2,572
45
$1.94M 0.46%
11,045
+1,884
46
$1.83M 0.43%
22,934
+1,976
47
$1.83M 0.43%
4,647
+10
48
$1.78M 0.42%
8,611
-230
49
$1.72M 0.41%
5,703
-128
50
$1.69M 0.4%
51,995
1
2
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