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
$587M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.93M
3
+$7.78M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.85M

Top Sells

1
+$4.77M
2
+$1.29M
3
+$583K
4
TGT icon
Target
TGT
+$535K
5
MCO icon
Moody's
MCO
+$444K

Sector Composition

1 Technology 8.82%
2 Financials 5.52%
3 Healthcare 3.97%
4 Industrials 3.18%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.27%
+62,496
77
$1.53M 0.26%
1,921
-183
78
$1.5M 0.26%
3,189
-159
79
$1.48M 0.25%
24,205
+3,602
80
$1.4M 0.24%
15,381
+1,985
81
$1.36M 0.23%
29,741
+3,336
82
$1.36M 0.23%
22,058
+456
83
$1.35M 0.23%
37,785
84
$1.22M 0.21%
13,130
-80
85
$1.21M 0.21%
5,107
-58
86
$1.2M 0.2%
28,850
-700
87
$1.05M 0.18%
+25,206
88
$1.05M 0.18%
37,500
89
$1.04M 0.18%
4,767
+423
90
$991K 0.17%
+11,517
91
$968K 0.16%
+40,928
92
$955K 0.16%
2,050
-954
93
$914K 0.16%
12,550
-2,285
94
$896K 0.15%
17,619
+2,168
95
$893K 0.15%
15,634
-76
96
$853K 0.15%
+2,583
97
$853K 0.15%
23,919
98
$849K 0.14%
74,133
-11,097
99
$844K 0.14%
21,131
100
$791K 0.13%
5,147
+314
2 3
4
5 6