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
$224M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$2.13M
3
+$2.06M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$749K
5
MSFT icon
Microsoft
MSFT
+$425K

Top Sells

1
+$378K
2
+$301K
3
+$285K
4
K icon
Kellanova
K
+$216K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$199K

Sector Composition

1 Technology 5.42%
2 Financials 2.9%
3 Consumer Discretionary 2.52%
4 Communication Services 1.99%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.23%
1,162
+145
52
– –
0
53
$498K 0.22%
9,960
+190
54
$473K 0.21%
21,752
+54
55
$465K 0.21%
1,677
+148
56
$424K 0.19%
+2,890
57
$423K 0.19%
19,073
+50
58
$419K 0.19%
5,036
-152
59
$415K 0.19%
1,171
+39
60
$393K 0.18%
1,567
+168
61
$384K 0.17%
4,857
+822
62
$381K 0.17%
15,850
+3,249
63
$367K 0.16%
10,548
+1,471
64
$338K 0.15%
1,333
+258
65
$329K 0.15%
4,362
+3
66
$324K 0.14%
14,521
+54
67
$320K 0.14%
654
+159
68
$316K 0.14%
14,612
69
$316K 0.14%
2,202
70
$299K 0.13%
+7,604
71
$280K 0.13%
18,615
72
$279K 0.12%
12,178
-8,678
73
$264K 0.12%
2,171
+362
74
$258K 0.12%
3,520
+480
75
$258K 0.12%
2,344
+3
1 2
3
4