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
$587M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.93M
3
+$7.78M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.85M

Top Sells

1
+$4.77M
2
+$1.29M
3
+$583K
4
TGT icon
Target
TGT
+$535K
5
MCO icon
Moody's
MCO
+$444K

Sector Composition

1 Technology 8.82%
2 Financials 5.52%
3 Healthcare 3.97%
4 Industrials 3.18%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 0.87%
86,227
+42,718
27
$4.98M 0.85%
24,226
+1,195
28
$4.89M 0.83%
25,715
+516
29
$4.54M 0.77%
77,607
+2,526
30
$4.16M 0.71%
26,903
+1,145
31
$4.1M 0.7%
60,257
-67
32
$3.92M 0.67%
10,704
+1,154
33
$3.82M 0.65%
12,234
+1,055
34
$3.77M 0.64%
31,665
+2,724
35
$3.55M 0.6%
13,683
+1,871
36
$3.52M 0.6%
21,235
+1,278
37
$3.49M 0.59%
3,672
+676
38
$3.49M 0.59%
20,865
-1,398
39
$3.14M 0.53%
18,422
-2,055
40
$3.14M 0.53%
14,956
-44
41
$3.11M 0.53%
43,870
+49
42
$2.89M 0.49%
76,568
43
$2.81M 0.48%
31,273
+2,410
44
$2.76M 0.47%
7,868
-82
45
$2.63M 0.45%
5,009
-601
46
$2.45M 0.42%
8,645
+348
47
$2.43M 0.41%
34,238
+2,107
48
$2.36M 0.4%
31,218
+2,584
49
$2.25M 0.38%
3,902
+278
50
$2.24M 0.38%
14,904
+3,740
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