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
$351M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.8M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$901K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$835K

Top Sells

1
+$3.26M
2
+$3.03M
3
+$1.71M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.19M
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$1.02M

Sector Composition

1 Technology 7.68%
2 Healthcare 4.92%
3 Consumer Staples 4.68%
4 Financials 4.65%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$702K 0.2%
16,928
-2,330
77
$650K 0.19%
25,649
-1,964
78
$649K 0.19%
8,215
-278
79
$648K 0.18%
5,437
+272
80
$630K 0.18%
14,300
+1,190
81
$628K 0.18%
3,474
+531
82
$612K 0.17%
13,448
-6,597
83
$568K 0.16%
4,699
+248
84
$512K 0.15%
4,059
+705
85
$508K 0.14%
3,117
86
$468K 0.13%
16,300
-176
87
$451K 0.13%
4,607
+835
88
$431K 0.12%
3,803
-479
89
$418K 0.12%
1,104
-1
90
$403K 0.11%
+874
91
$401K 0.11%
1,018
-47
92
$380K 0.11%
7,289
93
$368K 0.1%
24,321
-5,848
94
$367K 0.1%
22,982
+2,314
95
$365K 0.1%
1,726
-101
96
$362K 0.1%
2,771
+20
97
$362K 0.1%
+2,417
98
$330K 0.09%
2,451
+113
99
$327K 0.09%
6,525
+423
100
$316K 0.09%
1,420
-45
2 3
4
5 6