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
$255M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.91M
3
+$2.87M
4
FVAL icon
Fidelity Value Factor ETF
FVAL
+$1.63M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$698K

Top Sells

1
+$3.43M
2
+$2.49M
3
+$2.33M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.16M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.18M

Sector Composition

1 Technology 5.63%
2 Financials 3.32%
3 Consumer Discretionary 2.92%
4 Communication Services 2.3%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.21%
9,960
52
$522K 0.2%
5,908
+872
53
$512K 0.2%
3,623
+1,826
54
$503K 0.2%
1,896
+219
55
$475K 0.19%
+2,424
56
$450K 0.18%
14,859
-991
57
$423K 0.17%
3,527
+1,356
58
$418K 0.16%
1,111
-60
59
$408K 0.16%
18,233
-840
60
$406K 0.16%
18,680
-6,063
61
$399K 0.16%
10,840
+292
62
$392K 0.15%
+543
63
$381K 0.15%
762
+108
64
$378K 0.15%
7,412
-45,636
65
$376K 0.15%
8,416
+812
66
$375K 0.15%
2,690
-200
67
$368K 0.14%
4,271
-91
68
$367K 0.14%
4,200
+680
69
$350K 0.14%
+6,903
70
$341K 0.13%
15,079
+558
71
$339K 0.13%
15,521
-6,231
72
$337K 0.13%
4,327
-530
73
$323K 0.13%
+3,175
74
$316K 0.12%
1,375
+42
75
$314K 0.12%
4,604
+533
1 2
3
4 5