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
$328M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.84M
3
+$3.43M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.55M
5
CTAS icon
Cintas
CTAS
+$2.51M

Top Sells

1
+$4.33M
2
+$2.96M
3
+$1.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.65M
5
IXG icon
iShares Global Financials ETF
IXG
+$1.33M

Sector Composition

1 Technology 6.5%
2 Financials 4.14%
3 Consumer Discretionary 2.87%
4 Healthcare 2.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$338K 0.1%
15,637
+35
102
$338K 0.1%
15,648
+852
103
$336K 0.1%
1,204
+23
104
$331K 0.1%
2,227
105
$325K 0.1%
14,897
+4,653
106
$320K 0.1%
1,914
+160
107
$319K 0.1%
7,223
-116
108
$314K 0.1%
5,998
+900
109
$313K 0.1%
+814
110
$305K 0.09%
5,995
+319
111
$301K 0.09%
1,136
+7
112
$289K 0.09%
4,604
-280
113
$282K 0.09%
1,149
114
$282K 0.09%
1,442
+315
115
$268K 0.08%
4,533
+799
116
$265K 0.08%
+1,458
117
$258K 0.08%
+8,800
118
$256K 0.08%
18,615
119
$254K 0.08%
812
120
$246K 0.08%
848
+1
121
$239K 0.07%
1,010
+2
122
$236K 0.07%
53,831
-11,675
123
$235K 0.07%
+1,826
124
$233K 0.07%
+4,000
125
$233K 0.07%
361
2 3 4
5
6