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
$328M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.84M
3
+$3.43M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.55M
5
CTAS icon
Cintas
CTAS
+$2.51M

Top Sells

1
+$4.33M
2
+$2.96M
3
+$1.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.65M
5
IXG icon
iShares Global Financials ETF
IXG
+$1.33M

Sector Composition

1 Technology 6.5%
2 Financials 4.14%
3 Consumer Discretionary 2.87%
4 Healthcare 2.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.17%
9,476
+4,787
77
$502K 0.15%
1,484
+328
78
$493K 0.15%
+8,214
79
$487K 0.15%
+2,442
80
$486K 0.15%
2,293
+1,222
81
$479K 0.15%
23,508
+13,668
82
$474K 0.14%
824
+48
83
$469K 0.14%
1,161
+310
84
$464K 0.14%
5,479
+1,373
85
$461K 0.14%
3,198
+423
86
$456K 0.14%
1,903
+225
87
$446K 0.14%
3,760
-417
88
$445K 0.14%
5,936
+1,192
89
$422K 0.13%
7,558
+1,403
90
$415K 0.13%
4,225
-32
91
$414K 0.13%
20,030
+30
92
$406K 0.12%
18,371
+43
93
$393K 0.12%
17,862
+1,073
94
$353K 0.11%
6,018
+1,080
95
$352K 0.11%
+16,468
96
$350K 0.11%
2,796
+231
97
$350K 0.11%
7,661
-493
98
$346K 0.11%
3,209
+7
99
$344K 0.11%
1,622
+37
100
$339K 0.1%
15,277
+63
2 3
4
5 6