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
$330M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$3.28M
3
+$2.93M
4
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$2.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.29M

Top Sells

1
+$7.21M
2
+$3.32M
3
+$1.86M
4
COP icon
ConocoPhillips
COP
+$932K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$830K

Sector Composition

1 Healthcare 5.89%
2 Technology 5.81%
3 Consumer Staples 4.72%
4 Financials 4.26%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.1%
7,289
+64
102
$332K 0.1%
3,274
-187
103
$319K 0.1%
3,758
+18
104
$303K 0.09%
2,521
-392
105
$302K 0.09%
3,049
-7,330
106
$302K 0.09%
14,733
+39
107
$293K 0.09%
8,028
-2,706
108
$266K 0.08%
2,003
+384
109
$262K 0.08%
18,615
110
$262K 0.08%
2,770
-219
111
$260K 0.08%
12,895
+88
112
$252K 0.08%
2,692
-132
113
$229K 0.07%
+535
114
$221K 0.07%
+1,798
115
$218K 0.07%
11,540
+66
116
$216K 0.07%
2,483
-4,630
117
$215K 0.07%
1,454
-165
118
$214K 0.06%
1,828
-1,272
119
$202K 0.06%
10,632
+44
120
$117K 0.04%
4,530
+22
121
$15.7K ﹤0.01%
527
122
– –
-945
123
– –
-10,325
124
– –
-14,566
125
– –
-3,712
2 3 4
5
6