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
$587M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.93M
3
+$7.78M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.85M

Top Sells

1
+$4.77M
2
+$1.29M
3
+$583K
4
TGT icon
Target
TGT
+$535K
5
MCO icon
Moody's
MCO
+$444K

Sector Composition

1 Technology 8.82%
2 Financials 5.52%
3 Healthcare 3.97%
4 Industrials 3.18%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$780K 0.13%
4,126
+9
102
$772K 0.13%
3,764
+608
103
$651K 0.11%
4,168
+106
104
$624K 0.11%
20,293
105
$621K 0.11%
6,283
+212
106
$609K 0.1%
+23,860
107
$604K 0.1%
2,717
+188
108
$571K 0.1%
2,295
-26
109
$556K 0.09%
6,804
110
$556K 0.09%
+2,044
111
$545K 0.09%
10,377
-475
112
$530K 0.09%
966
-178
113
$510K 0.09%
19,025
-3,339
114
$510K 0.09%
12,677
115
$508K 0.09%
19,425
116
$499K 0.09%
4,725
+993
117
$452K 0.08%
+9,131
118
$448K 0.08%
18,615
119
$405K 0.07%
17,093
120
$325K 0.06%
12,963
121
$318K 0.05%
1,638
+1
122
$317K 0.05%
1,572
+99
123
$313K 0.05%
2,364
-154
124
$301K 0.05%
+862
125
$277K 0.05%
1,029
-22
2 3 4
5
6