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
$483M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.7M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$10.2M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.46M

Top Sells

1
+$12.8M
2
+$12M
3
+$10.8M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
CVS icon
CVS Health
CVS
+$1.83M

Sector Composition

1 Technology 10.03%
2 Financials 4.85%
3 Healthcare 4.15%
4 Industrials 3.14%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.24%
16,915
-808
77
$1.11M 0.23%
14,264
+408
78
$1.08M 0.22%
2,887
+416
79
$1.04M 0.22%
15,380
80
$955K 0.2%
4,441
+2,551
81
$941K 0.2%
24,225
+4,598
82
$926K 0.19%
38,502
83
$914K 0.19%
1,652
+58
84
$884K 0.18%
15,592
+566
85
$883K 0.18%
4,428
-3,760
86
$861K 0.18%
22,711
87
$835K 0.17%
13,244
+2,280
88
$830K 0.17%
5,604
+481
89
$829K 0.17%
23,919
-4,053
90
$824K 0.17%
16,079
-5,973
91
$809K 0.17%
11,131
+2,124
92
$767K 0.16%
4,177
+47
93
$758K 0.16%
4,019
94
$753K 0.16%
+35,588
95
$749K 0.16%
3,848
+214
96
$708K 0.15%
22,442
-630
97
$661K 0.14%
13,030
+1,749
98
$615K 0.13%
6,193
-133
99
$586K 0.12%
22,365
-94
100
$549K 0.11%
14,139
2 3
4
5 6