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
$483M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.7M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$10.2M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.46M

Top Sells

1
+$12.8M
2
+$12M
3
+$10.8M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
CVS icon
CVS Health
CVS
+$1.83M

Sector Composition

1 Technology 10.03%
2 Financials 4.85%
3 Healthcare 4.15%
4 Industrials 3.14%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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6