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
$344M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.2M
3
+$933K
4
CVX icon
Chevron
CVX
+$921K
5
NEE icon
NextEra Energy
NEE
+$871K

Top Sells

1
+$4.05M
2
+$891K
3
+$784K
4
BMY icon
Bristol-Myers Squibb
BMY
+$768K
5
DLTR icon
Dollar Tree
DLTR
+$738K

Sector Composition

1 Technology 8.45%
2 Healthcare 5.08%
3 Financials 4.91%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$209K 0.06%
12,740
+170
127
$208K 0.06%
6,119
+601
128
$208K 0.06%
+4,685
129
$205K 0.06%
+4,468
130
$205K 0.06%
+1,207
131
$204K 0.06%
+6,705
132
$200K 0.06%
10,674
+70
133
$15.4K ﹤0.01%
527
134
– –
-4,059
135
– –
-1,254
136
– –
-3,236
137
– –
-4,750
138
– –
-5,140
139
– –
-12,693
140
– –
-4,589
141
– –
-121,831
142
– –
-873
143
– –
-6,794
2 3 4 5
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