LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $733M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.8M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$901K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$835K

Top Sells

1
+$3.26M
2
+$3.03M
3
+$1.71M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.19M
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$1.02M

Sector Composition

1 Technology 7.68%
2 Healthcare 4.92%
3 Consumer Staples 4.68%
4 Financials 4.65%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,038
127
– –
-5,352
128
– –
-3,372
129
– –
-1,293
130
– –
-10,681
2 3 4 5
6