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
$350M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.61M
3
+$2.88M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.51M

Top Sells

1
+$3.58M
2
+$2.22M
3
+$1.69M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$907K

Sector Composition

1 Technology 8.09%
2 Financials 4.51%
3 Healthcare 3.67%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$708K 0.2%
8,238
+1,327
77
$674K 0.19%
18,000
+2,130
78
$670K 0.19%
2,453
+848
79
$662K 0.19%
4,924
+931
80
$661K 0.19%
2,973
+376
81
$649K 0.19%
5,072
-12
82
$648K 0.19%
13,857
+6,694
83
$645K 0.18%
4,620
+180
84
$617K 0.18%
14,989
-3,049
85
$596K 0.17%
4,209
+786
86
$583K 0.17%
1,281
+605
87
$564K 0.16%
10,921
-15,370
88
$555K 0.16%
8,960
+978
89
$548K 0.16%
20,090
+1,000
90
$531K 0.15%
+10,167
91
$507K 0.14%
2,473
-324
92
$484K 0.14%
11,029
+26
93
$475K 0.14%
5,754
-335
94
$466K 0.13%
+7,328
95
$456K 0.13%
3,712
-1
96
$455K 0.13%
14,850
-3,460
97
$429K 0.12%
4,254
+14
98
$425K 0.12%
14,080
99
$424K 0.12%
1,161
100
$421K 0.12%
1,689
+452
2 3
4
5 6