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
$308M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.76M
3
+$7.21M
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.78M
5
IBM icon
IBM
IBM
+$1.67M

Top Sells

1
+$7.39M
2
+$4.91M
3
+$4.09M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
WFC icon
Wells Fargo
WFC
+$1.53M

Sector Composition

1 Technology 6.35%
2 Healthcare 5.02%
3 Consumer Staples 4.32%
4 Financials 4.31%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.11%
1,458
-3
102
$317K 0.1%
1,134
-64
103
$316K 0.1%
1,112
-1,143
104
$311K 0.1%
20,309
+535
105
$299K 0.1%
14,694
+36
106
$297K 0.1%
2,214
+183
107
$297K 0.1%
3,740
+19
108
$287K 0.09%
3,461
+378
109
$271K 0.09%
2,989
-58
110
$269K 0.09%
7,225
111
$257K 0.08%
3,100
-1,715
112
$255K 0.08%
12,807
+76
113
$253K 0.08%
10,770
-6,800
114
$247K 0.08%
2,824
-155
115
$242K 0.08%
3,712
+25
116
$238K 0.08%
18,615
117
$236K 0.08%
1,619
-3,317
118
$215K 0.07%
1,619
-16
119
$213K 0.07%
11,474
+54
120
$202K 0.07%
945
+5
121
$197K 0.06%
10,588
+37
122
$164K 0.05%
14,566
-766
123
$134K 0.04%
10,483
+103
124
$115K 0.04%
+4,508
125
$30K 0.01%
527
2 3 4
5
6