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
$255M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.91M
3
+$2.87M
4
FVAL icon
Fidelity Value Factor ETF
FVAL
+$1.63M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$698K

Top Sells

1
+$3.43M
2
+$2.49M
3
+$2.33M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.16M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.18M

Sector Composition

1 Technology 5.63%
2 Financials 3.32%
3 Consumer Discretionary 2.92%
4 Communication Services 2.3%
5 Healthcare 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-28,763
102
– –
-12,178
1 2 3 4
5