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
$308M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.76M
3
+$7.21M
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.78M
5
IBM icon
IBM
IBM
+$1.67M

Top Sells

1
+$7.39M
2
+$4.91M
3
+$4.09M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
WFC icon
Wells Fargo
WFC
+$1.53M

Sector Composition

1 Technology 6.35%
2 Healthcare 5.02%
3 Consumer Staples 4.32%
4 Financials 4.31%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$671K 0.22%
7,113
+96
77
$664K 0.22%
+4,878
78
$650K 0.21%
14,394
+314
79
$645K 0.21%
3,300
+488
80
$638K 0.21%
15,797
+151
81
$632K 0.2%
8,354
+61
82
$608K 0.2%
6,968
+959
83
$590K 0.19%
+25,697
84
$553K 0.18%
5,161
-139
85
$510K 0.17%
+238
86
$469K 0.15%
15,534
+343
87
$460K 0.15%
10,500
+4,804
88
$454K 0.15%
10,325
+1,032
89
$454K 0.15%
3,597
90
$416K 0.13%
4,333
-87
91
$407K 0.13%
3,609
-3,094
92
$404K 0.13%
8,198
-2,532
93
$396K 0.13%
+4,047
94
$395K 0.13%
2,913
-290
95
$377K 0.12%
9,440
-419
96
$374K 0.12%
2,244
+51
97
$370K 0.12%
2,464
+690
98
$344K 0.11%
10,734
-180
99
$336K 0.11%
27,720
+7,540
100
$331K 0.11%
1,618
-30
2 3
4
5 6