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
$328M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.84M
3
+$3.43M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.55M
5
CTAS icon
Cintas
CTAS
+$2.51M

Top Sells

1
+$4.33M
2
+$2.96M
3
+$1.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.65M
5
IXG icon
iShares Global Financials ETF
IXG
+$1.33M

Sector Composition

1 Technology 6.5%
2 Financials 4.14%
3 Consumer Discretionary 2.87%
4 Healthcare 2.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.07%
+1,745
127
$219K 0.07%
1,888
+7
128
$216K 0.07%
1,832
+51
129
$216K 0.07%
+1,125
130
$210K 0.06%
+935
131
$204K 0.06%
4,113
-123
132
$203K 0.06%
+6,895
133
$203K 0.06%
792
134
$180K 0.05%
+10,956
135
$158K 0.05%
11,176
+344
136
$143K 0.04%
10,089
-3,298
137
$128K 0.04%
+10,072
138
– –
-125,500
139
– –
-7,029
140
– –
-8,953
141
– –
-17,082
142
– –
-16,616
2 3 4 5
6