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
$330M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$3.28M
3
+$2.93M
4
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$2.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.29M

Top Sells

1
+$7.21M
2
+$3.32M
3
+$1.86M
4
COP icon
ConocoPhillips
COP
+$932K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$830K

Sector Composition

1 Healthcare 5.89%
2 Technology 5.81%
3 Consumer Staples 4.72%
4 Financials 4.26%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$799K 0.24%
6,485
+670
77
$732K 0.22%
28,508
+2,811
78
$730K 0.22%
23,900
-381
79
$708K 0.21%
5,009
+131
80
$689K 0.21%
4,766
-1,401
81
$657K 0.2%
+4,957
82
$655K 0.2%
8,448
+94
83
$648K 0.2%
14,172
-1,625
84
$608K 0.18%
248
+10
85
$582K 0.18%
4,826
-335
86
$505K 0.15%
15,260
-274
87
$476K 0.14%
2,223
-21
88
$453K 0.14%
8,998
-1,502
89
$406K 0.12%
8,154
-44
90
$401K 0.12%
2,535
+71
91
$390K 0.12%
13,230
+2,460
92
$384K 0.12%
3,117
-480
93
$378K 0.11%
20,521
+212
94
$376K 0.11%
4,240
-93
95
$374K 0.11%
1,427
-31
96
$371K 0.11%
4,051
+4
97
$363K 0.11%
1,134
98
$363K 0.11%
1,042
-70
99
$361K 0.11%
2,232
+18
100
$351K 0.11%
23,990
-3,730
2 3
4
5 6