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
$587M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.93M
3
+$7.78M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.85M

Top Sells

1
+$4.77M
2
+$1.29M
3
+$583K
4
TGT icon
Target
TGT
+$535K
5
MCO icon
Moody's
MCO
+$444K

Sector Composition

1 Technology 8.82%
2 Financials 5.52%
3 Healthcare 3.97%
4 Industrials 3.18%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$276K 0.05%
27,555
+1,142
127
$257K 0.04%
9,075
-2,735
128
$254K 0.04%
896
+74
129
$253K 0.04%
1,567
+1
130
$253K 0.04%
681
+1
131
$251K 0.04%
+2,558
132
$236K 0.04%
51
-4
133
$219K 0.04%
+1,267
134
$215K 0.04%
787
+7
135
$214K 0.04%
2,221
136
$213K 0.04%
+1,604
137
$211K 0.04%
822
138
$208K 0.04%
+4,510
139
$206K 0.04%
2,339
-112
140
$204K 0.03%
+3,393
141
$202K 0.03%
333
-11
142
$200K 0.03%
+151
143
$59.7K 0.01%
13,000
144
– –
-2,355
145
– –
-3,949
146
– –
-506
147
– –
-1,773
148
– –
-3,526
2 3 4 5
6