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
$330M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$3.28M
3
+$2.93M
4
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$2.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.29M

Top Sells

1
+$7.21M
2
+$3.32M
3
+$1.86M
4
COP icon
ConocoPhillips
COP
+$932K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$830K

Sector Composition

1 Healthcare 5.89%
2 Technology 5.81%
3 Consumer Staples 4.72%
4 Financials 4.26%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.42%
4,952
52
$1.37M 0.42%
6,614
-681
53
$1.29M 0.39%
43,332
-832
54
$1.26M 0.38%
41,772
+16,659
55
$1.25M 0.38%
43,560
-990
56
$1.24M 0.38%
14,781
-3,184
57
$1.12M 0.34%
6,245
-119
58
$1.11M 0.34%
+7,084
59
$1.11M 0.33%
23,197
-181
60
$1.09M 0.33%
44,136
-135,016
61
$1.08M 0.33%
39,402
62
$1.02M 0.31%
8,607
-7,891
63
$1.01M 0.31%
11,478
+217
64
$998K 0.3%
2,182
+682
65
$989K 0.3%
3,979
-69
66
$968K 0.29%
118,425
+3,979
67
$965K 0.29%
+7,483
68
$936K 0.28%
33,339
-1,724
69
$931K 0.28%
1,691
-71
70
$929K 0.28%
30,245
71
$925K 0.28%
2,465
+3
72
$898K 0.27%
36,564
-21,733
73
$874K 0.26%
31,148
-1,699
74
$822K 0.25%
7,455
+487
75
$821K 0.25%
7,966
+69
1 2
3
4 5