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
$328M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.84M
3
+$3.43M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.55M
5
CTAS icon
Cintas
CTAS
+$2.51M

Top Sells

1
+$4.33M
2
+$2.96M
3
+$1.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.65M
5
IXG icon
iShares Global Financials ETF
IXG
+$1.33M

Sector Composition

1 Technology 6.5%
2 Financials 4.14%
3 Consumer Discretionary 2.87%
4 Healthcare 2.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.31%
5,947
+453
52
$1M 0.31%
9,113
+442
53
$972K 0.3%
22,621
+1,295
54
$942K 0.29%
30,360
55
$938K 0.29%
39,402
-30,000
56
$919K 0.28%
4,129
+116
57
$894K 0.27%
2,635
+84
58
$839K 0.26%
1,000
+55
59
$828K 0.25%
19,521
+1,039
60
$803K 0.25%
+6,235
61
$800K 0.24%
2,439
+251
62
$775K 0.24%
12,700
+2,740
63
$765K 0.23%
3,176
+297
64
$730K 0.22%
2,102
+737
65
$710K 0.22%
4,721
+1,206
66
$687K 0.21%
6,777
+2,233
67
$644K 0.2%
1,433
+57
68
$628K 0.19%
5,479
-1,684
69
$620K 0.19%
2,836
-5
70
$618K 0.19%
11,360
+2,763
71
$616K 0.19%
7,046
+1,097
72
$591K 0.18%
4,440
+140
73
$581K 0.18%
17,820
74
$567K 0.17%
3,908
+36
75
$564K 0.17%
+10,591
1 2
3
4 5