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
$421M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$713K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$706K
5
DE icon
Deere & Co
DE
+$686K

Top Sells

1
+$980K
2
+$744K
3
+$475K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$462K
5
PFE icon
Pfizer
PFE
+$378K

Sector Composition

1 Technology 9.5%
2 Financials 5.63%
3 Healthcare 4.75%
4 Consumer Discretionary 2.97%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-970
127
– –
-5,519
128
– –
-13,130
129
– –
-2,838
130
– –
-999
131
– –
-5,593
2 3 4 5
6