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
$347M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.71M
3
+$4.33M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.02M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$3.92M

Top Sells

1
+$12.2M
2
+$10.6M
3
+$3.84M
4
IXN icon
iShares Global Tech ETF
IXN
+$2.98M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.51M

Sector Composition

1 Technology 7.3%
2 Financials 4.19%
3 Healthcare 3.27%
4 Consumer Discretionary 2.9%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.33%
10,442
-1,279
52
$1.1M 0.32%
6,349
+1,628
53
$1.05M 0.3%
8,970
-143
54
$1.04M 0.3%
2,501
+62
55
$990K 0.29%
6,396
+449
56
$985K 0.28%
24,983
-10,678
57
$979K 0.28%
4,333
+6
58
$978K 0.28%
30,360
59
$977K 0.28%
39,402
60
$961K 0.28%
1,050
+50
61
$956K 0.28%
15,870
+3,170
62
$903K 0.26%
4,794
+3,669
63
$888K 0.26%
8,615
+3,136
64
$880K 0.25%
+28,388
65
$873K 0.25%
2,597
-38
66
$869K 0.25%
6,235
67
$854K 0.25%
25,675
+7,855
68
$837K 0.24%
2,330
+228
69
$805K 0.23%
6,862
+85
70
$802K 0.23%
18,038
-1,483
71
$798K 0.23%
1,406
-27
72
$788K 0.23%
10,281
+4,345
73
$766K 0.22%
12,100
+740
74
$665K 0.19%
3,993
+85
75
$642K 0.19%
4,440
1 2
3
4 5