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
$587M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.93M
3
+$7.78M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.85M

Top Sells

1
+$4.77M
2
+$1.29M
3
+$583K
4
TGT icon
Target
TGT
+$535K
5
MCO icon
Moody's
MCO
+$444K

Sector Composition

1 Technology 8.82%
2 Financials 5.52%
3 Healthcare 3.97%
4 Industrials 3.18%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.37%
32,283
+2,479
52
$2.1M 0.36%
50,207
+6,392
53
$2.07M 0.35%
3,786
+504
54
$2.05M 0.35%
25,617
+1,157
55
$2.04M 0.35%
8,339
+238
56
$2.01M 0.34%
42,511
-27,294
57
$2M 0.34%
4,460
-271
58
$1.99M 0.34%
9,371
-2,748
59
$1.98M 0.34%
18,896
+329
60
$1.92M 0.33%
2,319
-14
61
$1.83M 0.31%
36,634
+4,356
62
$1.82M 0.31%
14,936
+1,307
63
$1.81M 0.31%
1,904
+116
64
$1.8M 0.31%
20,011
+1,129
65
$1.77M 0.3%
29,707
+2,583
66
$1.76M 0.3%
49,255
67
$1.76M 0.3%
5,643
+731
68
$1.75M 0.3%
6,494
-1,117
69
$1.74M 0.3%
19,846
+2,887
70
$1.71M 0.29%
5,787
+629
71
$1.69M 0.29%
38,263
+4,666
72
$1.68M 0.29%
18,305
+2,111
73
$1.67M 0.28%
2,485
+1
74
$1.63M 0.28%
15,444
+1,253
75
$1.62M 0.28%
3,263
+71
1 2
3
4 5