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
$350M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.61M
3
+$2.88M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.51M

Top Sells

1
+$3.58M
2
+$2.22M
3
+$1.69M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$907K

Sector Composition

1 Technology 8.09%
2 Financials 4.51%
3 Healthcare 3.67%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$419K 0.12%
3,091
+489
102
$406K 0.12%
2,090
+124
103
$398K 0.11%
22,336
+57
104
$371K 0.11%
1,072
-118
105
$360K 0.1%
2,930
-374
106
$351K 0.1%
10,930
-19,430
107
$347K 0.1%
3,121
+6
108
$345K 0.1%
1,426
-47
109
$343K 0.1%
16,288
+31
110
$325K 0.09%
1,739
-39
111
$313K 0.09%
10,570
112
$310K 0.09%
2,725
-880
113
$293K 0.08%
17,350
+3,850
114
$291K 0.08%
6,339
+11
115
$288K 0.08%
7,225
+265
116
$287K 0.08%
1,145
+5
117
$286K 0.08%
18,615
118
$286K 0.08%
13,589
+30
119
$281K 0.08%
13,468
+57
120
$260K 0.07%
4,270
-277
121
$254K 0.07%
+10,200
122
$251K 0.07%
+2,253
123
$244K 0.07%
850
+1
124
$242K 0.07%
1,069
125
$240K 0.07%
+2,564
2 3 4
5
6