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
$421M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$713K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$706K
5
DE icon
Deere & Co
DE
+$686K

Top Sells

1
+$980K
2
+$744K
3
+$475K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$462K
5
PFE icon
Pfizer
PFE
+$378K

Sector Composition

1 Technology 9.5%
2 Financials 5.63%
3 Healthcare 4.75%
4 Consumer Discretionary 2.97%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$498K 0.12%
3,776
+675
102
$492K 0.12%
1,018
+1
103
$484K 0.11%
1,890
-3,830
104
$445K 0.11%
1,568
+9
105
$444K 0.11%
2,323
-930
106
$410K 0.1%
7,289
107
$368K 0.09%
2,021
+11
108
$351K 0.08%
26,429
+562
109
$335K 0.08%
857
-13
110
$322K 0.08%
18,615
111
$310K 0.07%
1,698
+1
112
$303K 0.07%
+2,362
113
$285K 0.07%
2,241
-137
114
$271K 0.06%
15,398
+108
115
$268K 0.06%
+1,451
116
$255K 0.06%
1,638
+3
117
$246K 0.06%
+1,361
118
$232K 0.06%
11,059
+36
119
$228K 0.05%
452
+2
120
$226K 0.05%
+1,384
121
$202K 0.05%
4,284
-1,134
122
$94.6K 0.02%
+19,000
123
$8.81K ﹤0.01%
767
+240
124
– –
-4,668
125
– –
-2,479
2 3 4
5
6