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
$351M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.8M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$901K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$835K

Top Sells

1
+$3.26M
2
+$3.03M
3
+$1.71M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.19M
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$1.02M

Sector Composition

1 Technology 7.68%
2 Healthcare 4.92%
3 Consumer Staples 4.68%
4 Financials 4.65%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.42%
45,235
+203
52
$1.41M 0.4%
27,257
+791
53
$1.41M 0.4%
40,030
-21,240
54
$1.32M 0.38%
14,107
-764
55
$1.32M 0.38%
20,305
-2,117
56
$1.21M 0.34%
+33,553
57
$1.19M 0.34%
2,207
+19
58
$1.15M 0.33%
37,066
+9,838
59
$1.13M 0.32%
44,612
+428
60
$1.06M 0.3%
39,402
61
$1.06M 0.3%
2,469
+6
62
$1.04M 0.3%
6,614
+164
63
$1.03M 0.29%
24,320
+220
64
$996K 0.28%
106,536
+2,124
65
$977K 0.28%
7,864
-4,828
66
$911K 0.26%
15,125
-8,109
67
$904K 0.26%
3,975
+295
68
$889K 0.25%
26,319
-18,127
69
$869K 0.25%
1,666
-16
70
$842K 0.24%
7,845
+327
71
$797K 0.23%
4,013
-753
72
$784K 0.22%
8,727
+408
73
$753K 0.21%
24,356
+450
74
$738K 0.21%
5,140
-45
75
$710K 0.2%
7,445
-31
1 2
3
4 5