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
$347M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.71M
3
+$4.33M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.02M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$3.92M

Top Sells

1
+$12.2M
2
+$10.6M
3
+$3.84M
4
IXN icon
iShares Global Tech ETF
IXN
+$2.98M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.51M

Sector Composition

1 Technology 7.3%
2 Financials 4.19%
3 Healthcare 3.27%
4 Consumer Discretionary 2.9%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$641K 0.18%
+6,911
77
$623K 0.18%
5,084
-395
78
$622K 0.18%
2,797
-39
79
$608K 0.18%
2,448
+6
80
$605K 0.17%
3,423
+225
81
$590K 0.17%
11,457
+866
82
$561K 0.16%
19,090
-940
83
$559K 0.16%
18,310
-19,430
84
$502K 0.14%
3,713
-47
85
$498K 0.14%
11,003
+3,342
86
$472K 0.14%
3,304
+1,559
87
$472K 0.14%
7,982
+1,984
88
$454K 0.13%
1,161
89
$453K 0.13%
4,240
+15
90
$435K 0.13%
7,198
-1,016
91
$435K 0.13%
1,237
+33
92
$432K 0.12%
1,190
-294
93
$428K 0.12%
14,080
+5,280
94
$420K 0.12%
2,602
+699
95
$417K 0.12%
3,605
+1,378
96
$414K 0.12%
2,268
+442
97
$413K 0.12%
22,279
-1,229
98
$410K 0.12%
1,966
-327
99
$404K 0.12%
1,605
+163
100
$383K 0.11%
676
-148
2 3
4
5 6