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
$308M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.76M
3
+$7.21M
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.78M
5
IBM icon
IBM
IBM
+$1.67M

Top Sells

1
+$7.39M
2
+$4.91M
3
+$4.09M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
WFC icon
Wells Fargo
WFC
+$1.53M

Sector Composition

1 Technology 6.35%
2 Healthcare 5.02%
3 Consumer Staples 4.32%
4 Financials 4.31%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.41%
44,164
-8,618
52
$1.24M 0.4%
+7,634
53
$1.23M 0.4%
2,229
+257
54
$1.2M 0.39%
4,952
55
$1.14M 0.37%
30,030
+5,422
56
$1.1M 0.36%
+44,550
57
$1.08M 0.35%
11,261
+641
58
$1.07M 0.35%
39,402
59
$939K 0.3%
35,063
60
$937K 0.3%
23,378
+3,143
61
$914K 0.3%
6,364
-175
62
$891K 0.29%
1,762
+75
63
$880K 0.29%
30,245
64
$874K 0.28%
10,379
+1,232
65
$872K 0.28%
32,847
66
$858K 0.28%
4,048
+424
67
$837K 0.27%
114,446
+73,668
68
$836K 0.27%
2,462
+6
69
$775K 0.25%
6,167
-68
70
$768K 0.25%
24,281
+63
71
$736K 0.24%
7,897
+5,539
72
$728K 0.24%
12,973
+1,792
73
$705K 0.23%
1,500
+22
74
$704K 0.23%
25,113
75
$701K 0.23%
8,117
+731
1 2
3
4 5