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
$483M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.7M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$10.2M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.46M

Top Sells

1
+$12.8M
2
+$12M
3
+$10.8M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
CVS icon
CVS Health
CVS
+$1.83M

Sector Composition

1 Technology 10.03%
2 Financials 4.85%
3 Healthcare 4.15%
4 Industrials 3.14%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.14M 0.86%
21,441
+465
27
$3.89M 0.81%
83,027
+10,559
28
$3.84M 0.8%
31,056
-386
29
$3.73M 0.77%
7,304
+574
30
$3.66M 0.76%
25,025
+1,763
31
$3.49M 0.72%
21,650
+1,520
32
$3.14M 0.65%
57,289
-1,172
33
$3.13M 0.65%
20,028
-573
34
$3.12M 0.65%
18,897
-1,528
35
$3.01M 0.62%
26,156
+1,135
36
$2.83M 0.59%
8,221
+371
37
$2.8M 0.58%
76,568
38
$2.66M 0.55%
37,567
+722
39
$2.47M 0.51%
9,680
+1,159
40
$2.4M 0.5%
11,238
+227
41
$2.13M 0.44%
10,744
-301
42
$2.07M 0.43%
12,086
+10,065
43
$2.05M 0.43%
2,596
+180
44
$2.02M 0.42%
7,693
+532
45
$2.01M 0.42%
18,839
-1,129
46
$1.99M 0.41%
27,383
-359
47
$1.97M 0.41%
14,272
+38
48
$1.87M 0.39%
2,064
-47
49
$1.81M 0.37%
3,848
+378
50
$1.81M 0.37%
22,939
+272
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