LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM $587M
AUM
$587M
AUM Growth
+$46.1M (+9%)
Cap. Flow
+$56.7M
Cap. Flow % of AUM
9.66%
Top 10 Holdings %Top 10 Hldgs %
48.54%
Holding
149
New
15
Increased
76
Reduced
36
Closed
5
Top Buys
| 1 | $10.8M | |
| 2 | $7.93M | |
| 3 | $7.78M | |
| 4 | $7.25M | |
| 5 | $2.85M |
Top Sells
| 1 | $4.77M | |
| 2 | $1.29M | |
| 3 | $583K | |
| 4 | $444K | |
| 5 | $350K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $780K | 0.13% | 4,126 +9 | +0.2% | +$1.7K | |||
| $772K | 0.13% | 3,764 +608 | +19% | +$125K | |||
| $651K | 0.11% | 4,168 +106 | +3% | +$16.6K | |||
| $624K | 0.11% | 20,293 | – | – | |||
| $621K | 0.11% | 6,283 +212 | +3% | +$20.9K | |||
| $609K | 0.1% | 23,860 | New | +$609K | |||
| $604K | 0.1% | 2,717 +188 | +7% | +$41.8K | |||
| $571K | 0.1% | 2,295 -26 | -1% | -$6.47K | |||
| $556K | 0.09% | 6,804 | – | – | |||
| $556K | 0.09% | 2,044 | New | +$556K | |||
| $545K | 0.09% | 10,377 -475 | -4% | -$24.9K | |||
| $530K | 0.09% | 966 -178 | -16% | -$97.7K | |||
| $510K | 0.09% | 19,025 -3,339 | -15% | -$89.5K | |||
| $510K | 0.09% | 12,677 | – | – | |||
| $508K | 0.09% | 19,425 | – | – | |||
| $499K | 0.09% | 4,725 +993 | +27% | +$105K | |||
| $452K | 0.08% | 9,131 | New | +$452K | |||
| $448K | 0.08% | 18,615 | – | – | |||
| $405K | 0.07% | 17,093 | – | – | |||
| $325K | 0.06% | 12,963 | – | – | |||
| $318K | 0.05% | 1,638 +1 | +0.1% | +$194 | |||
| $317K | 0.05% | 1,572 +99 | +7% | +$20K | |||
| $313K | 0.05% | 2,364 -154 | -6% | -$20.4K | |||
| $301K | 0.05% | 862 | New | +$301K | |||
| $277K | 0.05% | 1,029 -22 | -2% | -$5.93K |
