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
$350M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.61M
3
+$2.88M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.51M

Top Sells

1
+$3.58M
2
+$2.22M
3
+$1.69M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$907K

Sector Composition

1 Technology 8.09%
2 Financials 4.51%
3 Healthcare 3.67%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.38%
16,246
+5,965
52
$1.3M 0.37%
7,042
+349
53
$1.29M 0.37%
7,063
+2,269
54
$1.23M 0.35%
7,372
+1,023
55
$1.16M 0.33%
3,878
+1,377
56
$1.07M 0.31%
5,043
+524
57
$1.05M 0.3%
6,440
-422
58
$1.02M 0.29%
+4,470
59
$1.01M 0.29%
18,099
+5,999
60
$1M 0.29%
9,899
+1,284
61
$994K 0.28%
10,177
-265
62
$977K 0.28%
39,402
63
$972K 0.28%
7,089
+693
64
$959K 0.27%
19,353
+7,896
65
$948K 0.27%
6,204
+3,936
66
$924K 0.26%
+28,640
67
$908K 0.26%
24,933
-50
68
$866K 0.25%
28,388
69
$862K 0.25%
7,461
+850
70
$862K 0.25%
9,483
+513
71
$859K 0.25%
6,235
72
$840K 0.24%
1,458
+52
73
$823K 0.24%
2,303
-27
74
$750K 0.21%
2,452
+4
75
$722K 0.21%
3,846
-487
1 2
3
4 5