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
$344M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.2M
3
+$933K
4
CVX icon
Chevron
CVX
+$921K
5
NEE icon
NextEra Energy
NEE
+$871K

Top Sells

1
+$4.05M
2
+$891K
3
+$784K
4
BMY icon
Bristol-Myers Squibb
BMY
+$768K
5
DLTR icon
Dollar Tree
DLTR
+$738K

Sector Composition

1 Technology 8.45%
2 Healthcare 5.08%
3 Financials 4.91%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.41%
32,270
+7,950
52
$1.36M 0.4%
25,366
-1,891
53
$1.33M 0.39%
43,618
-4,276
54
$1.28M 0.37%
36,670
-3,360
55
$1.23M 0.36%
2,186
-21
56
$1.2M 0.35%
+17,391
57
$1.18M 0.34%
20,303
-13,238
58
$1.09M 0.32%
35,738
-1,328
59
$1.08M 0.31%
115,977
+9,441
60
$1.07M 0.31%
2,471
+2
61
$1M 0.29%
39,402
62
$984K 0.29%
5,324
+3,901
63
$968K 0.28%
4,911
+936
64
$914K 0.27%
33,365
+17,065
65
$881K 0.26%
26,319
66
$871K 0.25%
+15,195
67
$854K 0.25%
1,687
+21
68
$844K 0.25%
12,768
-7,537
69
$841K 0.24%
+10,730
70
$809K 0.24%
9,160
+433
71
$805K 0.23%
1,967
+1,093
72
$755K 0.22%
6,280
-1,584
73
$737K 0.21%
6,630
+1,193
74
$734K 0.21%
+8,820
75
$734K 0.21%
24,346
-10
1 2
3
4 5