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
$421M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$713K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$706K
5
DE icon
Deere & Co
DE
+$686K

Top Sells

1
+$980K
2
+$744K
3
+$475K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$462K
5
PFE icon
Pfizer
PFE
+$378K

Sector Composition

1 Technology 9.5%
2 Financials 5.63%
3 Healthcare 4.75%
4 Consumer Discretionary 2.97%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.25%
1,403
-30
77
$1.07M 0.25%
17,723
-451
78
$1.03M 0.24%
4,019
79
$1.02M 0.24%
2,471
+1,668
80
$994K 0.24%
13,856
+1,946
81
$940K 0.22%
27,972
-4,204
82
$934K 0.22%
15,380
-820
83
$927K 0.22%
1,594
-6
84
$919K 0.22%
38,502
85
$909K 0.22%
5,123
+71
86
$869K 0.21%
15,026
+2,069
87
$836K 0.2%
22,711
-3,165
88
$774K 0.18%
6,326
+66
89
$744K 0.18%
23,072
90
$720K 0.17%
3,634
+320
91
$713K 0.17%
10,964
+752
92
$693K 0.16%
9,007
-479
93
$647K 0.15%
19,627
+1,883
94
$629K 0.15%
4,130
95
$603K 0.14%
22,459
-142
96
$576K 0.14%
6,118
-878
97
$572K 0.14%
11,281
+2,391
98
$544K 0.13%
+2,739
99
$540K 0.13%
6,705
+45
100
$537K 0.13%
14,139
-585
2 3
4
5 6