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
$344M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.2M
3
+$933K
4
CVX icon
Chevron
CVX
+$921K
5
NEE icon
NextEra Energy
NEE
+$871K

Top Sells

1
+$4.05M
2
+$891K
3
+$784K
4
BMY icon
Bristol-Myers Squibb
BMY
+$768K
5
DLTR icon
Dollar Tree
DLTR
+$738K

Sector Composition

1 Technology 8.45%
2 Healthcare 5.08%
3 Financials 4.91%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$426K 0.12%
1,104
102
$423K 0.12%
+1,408
103
$413K 0.12%
4,321
+2,490
104
$409K 0.12%
+6,324
105
$391K 0.11%
7,289
106
$384K 0.11%
30,888
+6,567
107
$372K 0.11%
+2,260
108
$371K 0.11%
2,484
+33
109
$361K 0.11%
+646
110
$358K 0.1%
+5,520
111
$346K 0.1%
7,925
-5,523
112
$341K 0.1%
4,203
+1,776
113
$321K 0.09%
2,979
-824
114
$309K 0.09%
6,200
-325
115
$304K 0.09%
20,242
-2,740
116
$301K 0.09%
797
+269
117
$299K 0.09%
1,798
118
$289K 0.08%
+7,717
119
$284K 0.08%
13,742
-1,597
120
$269K 0.08%
2,941
+101
121
$267K 0.08%
18,615
122
$255K 0.07%
2,070
-701
123
$234K 0.07%
1,650
-767
124
$228K 0.07%
+447
125
$221K 0.06%
10,978
+97
2 3 4
5
6