LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $733M
1-Year Est. Return 15.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.41M
3
+$8.06M
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.85M
5
IBM icon
IBM
IBM
+$1.85M

Top Sells

1
+$7.39M
2
+$5.16M
3
+$4.42M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
WFC icon
Wells Fargo
WFC
+$1.53M

Sector Composition

1 Technology 6.35%
2 Healthcare 5.02%
3 Consumer Staples 4.32%
4 Financials 4.31%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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130
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132
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133
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-38,985
135
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-1,798
2 3 4 5
6