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
$421M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$713K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$706K
5
DE icon
Deere & Co
DE
+$686K

Top Sells

1
+$980K
2
+$744K
3
+$475K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$462K
5
PFE icon
Pfizer
PFE
+$378K

Sector Composition

1 Technology 9.5%
2 Financials 5.63%
3 Healthcare 4.75%
4 Consumer Discretionary 2.97%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.39%
43,853
+2,727
52
$1.66M 0.39%
26,236
+2,027
53
$1.65M 0.39%
2,111
+61
54
$1.64M 0.39%
9,389
+236
55
$1.63M 0.39%
23,302
-962
56
$1.62M 0.39%
14,234
-6,524
57
$1.58M 0.38%
3,470
+299
58
$1.54M 0.37%
8,980
-1,576
59
$1.49M 0.35%
29,887
+3,104
60
$1.39M 0.33%
8,188
+449
61
$1.37M 0.32%
1,861
-133
62
$1.35M 0.32%
20,717
+1,471
63
$1.34M 0.32%
26,730
+973
64
$1.33M 0.32%
2,471
65
$1.3M 0.31%
3,110
+211
66
$1.29M 0.31%
37,785
-431
67
$1.29M 0.31%
2,651
+232
68
$1.25M 0.3%
24,629
+5,147
69
$1.24M 0.29%
110,959
+190
70
$1.23M 0.29%
5,068
+1,167
71
$1.16M 0.27%
29,550
-1,500
72
$1.15M 0.27%
10,680
+2,421
73
$1.14M 0.27%
22,052
-1,966
74
$1.13M 0.27%
26,994
+10,479
75
$1.1M 0.26%
11,340
+1,238
1 2
3
4 5