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
$483M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.7M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$10.2M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.46M

Top Sells

1
+$12.8M
2
+$12M
3
+$10.8M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
CVS icon
CVS Health
CVS
+$1.83M

Sector Composition

1 Technology 10.03%
2 Financials 4.85%
3 Healthcare 4.15%
4 Industrials 3.14%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.37%
28,387
+2,151
52
$1.79M 0.37%
8,639
+28
53
$1.78M 0.37%
+5,948
54
$1.77M 0.37%
51,995
55
$1.75M 0.36%
44,115
+262
56
$1.67M 0.35%
10,116
+727
57
$1.66M 0.34%
6,439
+736
58
$1.63M 0.34%
24,898
+1,596
59
$1.56M 0.32%
1,829
-32
60
$1.45M 0.3%
26,407
-323
61
$1.45M 0.3%
21,829
+1,112
62
$1.44M 0.3%
2,473
+2
63
$1.44M 0.3%
3,177
+67
64
$1.42M 0.3%
28,263
+3,634
65
$1.42M 0.29%
29,816
-71
66
$1.38M 0.29%
1,756
+353
67
$1.36M 0.28%
2,704
+53
68
$1.34M 0.28%
31,371
+4,377
69
$1.33M 0.28%
37,785
70
$1.33M 0.27%
12,440
+1,760
71
$1.26M 0.26%
3,000
-1,647
72
$1.26M 0.26%
115,655
+4,696
73
$1.21M 0.25%
4,700
-368
74
$1.2M 0.25%
11,944
+604
75
$1.19M 0.25%
29,550
1 2
3
4 5