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
$483M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.7M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$10.2M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.46M

Top Sells

1
+$12.8M
2
+$12M
3
+$10.8M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
CVS icon
CVS Health
CVS
+$1.83M

Sector Composition

1 Technology 10.03%
2 Financials 4.85%
3 Healthcare 4.15%
4 Industrials 3.14%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$542K 0.11%
6,779
+74
102
$518K 0.11%
+2,529
103
$492K 0.1%
6,523
+405
104
$434K 0.09%
+17,170
105
$400K 0.08%
2,310
-13
106
$390K 0.08%
881
-137
107
$367K 0.08%
1,172
-396
108
$337K 0.07%
2,358
-4
109
$336K 0.07%
18,615
110
$330K 0.07%
26,352
-77
111
$309K 0.06%
2,590
-90,391
112
$299K 0.06%
15,639
+241
113
$297K 0.06%
1,626
-72
114
$292K 0.06%
1,460
+9
115
$281K 0.06%
1,639
+1
116
$266K 0.06%
478
+26
117
$245K 0.05%
+1,058
118
$240K 0.05%
805
-52
119
$222K 0.05%
+3,539
120
$214K 0.04%
+2,010
121
$214K 0.04%
+54
122
$210K 0.04%
1,292
-69
123
$208K 0.04%
9,884
-1,175
124
$207K 0.04%
1,812
-429
125
$112K 0.02%
21,000
+2,000
2 3 4
5
6