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
$350M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.61M
3
+$2.88M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.51M

Top Sells

1
+$3.58M
2
+$2.22M
3
+$1.69M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$907K

Sector Composition

1 Technology 8.09%
2 Financials 4.51%
3 Healthcare 3.67%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.07%
1,010
127
$238K 0.07%
+1,293
128
$237K 0.07%
+1,463
129
$227K 0.06%
1,508
+309
130
$222K 0.06%
3,673
-3,525
131
$222K 0.06%
2,009
-487
132
$216K 0.06%
4,136
+13
133
$216K 0.06%
+6,098
134
$213K 0.06%
11,836
+1,794
135
$204K 0.06%
+1,476
136
$200K 0.06%
1,694
+3
137
$200K 0.06%
4,214
-1,175
138
$169K 0.05%
11,105
+92
139
$139K 0.04%
10,314
+105
140
– –
-9,797
141
– –
-4,000
142
– –
-814
143
– –
-2,169
144
– –
-13,420
145
– –
-331
2 3 4 5
6