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
$224M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$2.13M
3
+$2.06M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$749K
5
MSFT icon
Microsoft
MSFT
+$425K

Top Sells

1
+$378K
2
+$301K
3
+$285K
4
K icon
Kellanova
K
+$216K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$199K

Sector Composition

1 Technology 5.42%
2 Financials 2.9%
3 Consumer Discretionary 2.52%
4 Communication Services 1.99%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.11%
3,472
+1,004
77
$249K 0.11%
1,031
+128
78
$239K 0.11%
2,300
+103
79
$237K 0.11%
4,071
+569
80
$236K 0.11%
+718
81
$225K 0.1%
+1,797
82
$222K 0.1%
+1,607
83
$222K 0.1%
9,235
-3,597
84
$215K 0.1%
+927
85
$208K 0.09%
+15,360
86
$87K 0.04%
10,422
+220
87
$78K 0.03%
2,741
+36
88
– –
-3,490
89
– –
-11,890
90
– –
-16,963
91
– –
-11,895
1 2 3
4