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
$347M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.71M
3
+$4.33M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.02M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$3.92M

Top Sells

1
+$12.2M
2
+$10.6M
3
+$3.84M
4
IXN icon
iShares Global Tech ETF
IXN
+$2.98M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.51M

Sector Composition

1 Technology 7.3%
2 Financials 4.19%
3 Healthcare 3.27%
4 Consumer Discretionary 2.9%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$372K 0.11%
6,089
+71
102
$367K 0.11%
3,115
-94
103
$360K 0.1%
7,163
-395
104
$354K 0.1%
16,257
-2,114
105
$333K 0.1%
1,140
+4
106
$331K 0.1%
1,473
-149
107
$310K 0.09%
10,570
-75,827
108
$299K 0.09%
4,547
-57
109
$293K 0.08%
13,411
-1,866
110
$292K 0.08%
6,328
-895
111
$291K 0.08%
1,778
-136
112
$290K 0.08%
13,559
-2,078
113
$287K 0.08%
4,000
114
$280K 0.08%
1,199
+264
115
$280K 0.08%
13,500
+2,324
116
$272K 0.08%
849
+1
117
$270K 0.08%
6,960
+65
118
$267K 0.08%
18,615
119
$258K 0.07%
2,496
-300
120
$257K 0.07%
1,010
121
$238K 0.07%
1,691
-141
122
$231K 0.07%
4,123
+10
123
$224K 0.06%
331
-30
124
$222K 0.06%
+5,389
125
$218K 0.06%
1,069
-80
2 3 4
5
6