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
$344M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.2M
3
+$933K
4
CVX icon
Chevron
CVX
+$921K
5
NEE icon
NextEra Energy
NEE
+$871K

Top Sells

1
+$4.05M
2
+$891K
3
+$784K
4
BMY icon
Bristol-Myers Squibb
BMY
+$768K
5
DLTR icon
Dollar Tree
DLTR
+$738K

Sector Composition

1 Technology 8.45%
2 Healthcare 5.08%
3 Financials 4.91%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$730K 0.21%
4,013
77
$718K 0.21%
8,593
-5,514
78
$699K 0.2%
18,983
-14,570
79
$671K 0.2%
+12,530
80
$664K 0.19%
4,172
+698
81
$643K 0.19%
3,169
+1,443
82
$619K 0.18%
4,696
-3
83
$617K 0.18%
16,330
+2,030
84
$612K 0.18%
24,625
-1,024
85
$610K 0.18%
5,069
-2,376
86
$597K 0.17%
10,657
-4,468
87
$588K 0.17%
14,335
-2,593
88
$583K 0.17%
+2,058
89
$581K 0.17%
+14,122
90
$562K 0.16%
22,659
-21,953
91
$541K 0.16%
17,083
-28,152
92
$499K 0.15%
6,570
-1,645
93
$496K 0.14%
+14,724
94
$491K 0.14%
+1,516
95
$487K 0.14%
3,053
-64
96
$470K 0.14%
+874
97
$469K 0.14%
+8,815
98
$442K 0.13%
1,114
+96
99
$434K 0.13%
4,607
100
$431K 0.13%
1,605
+185
2 3
4
5 6