LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$633M
This Quarter Return
-3.32%
1 Year Return
+13.23%
3 Year Return
+52.33%
5 Year Return
+75.77%
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(-1.9%)
Cap. Flow
+$5.14M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
51.99%
Holding
144
New
23
Increased
48
Reduced
52
Closed
10
Top Buys
| 1 |
Innovator Power Buffer Step-Up Strategy ETF
PSTP
|
$4.46M |
| 2 |
Dell
DELL
|
$1.2M |
| 3 |
Apple
AAPL
|
$933K |
| 4 |
Chevron
CVX
|
$921K |
| 5 |
NextEra Energy, Inc.
NEE
|
$871K |
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF December
PDEC
|
$4.05M |
| 2 |
iShares MSCI United Kingdom ETF
EWU
|
$891K |
| 3 |
IBM
IBM
|
$784K |
| 4 |
Bristol-Myers Squibb
BMY
|
$768K |
| 5 |
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% |
