LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$733M
1-Year Est. Return
15.33%
1 Year Est. Return
+15.33%
AUM
$733M
AUM Growth
+$50.8M
(+7.4%)
Holding
187
Top Buys
| 1 | +$3.41M | |
| 2 | +$3.13M | |
| 3 | +$2.25M | |
| 4 |
ZDEK
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
|
+$1.61M |
| 5 |
ALPS Smith Core Plus Bond ETF
SMTH
|
+$1.58M |
Top Sells
| 1 | +$1.33M | |
| 2 | +$1.06M | |
| 3 | +$646K | |
| 4 |
SLB Ltd
SLB
|
+$628K |
| 5 |
Devon Energy
DVN
|
+$604K |
Sector Composition
| 1 | Technology | 11.26% |
| 2 | Financials | 5.52% |
| 3 | Healthcare | 4.23% |
| 4 | Industrials | 3.55% |
| 5 | Consumer Discretionary | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Aquestive Therapeutics
AQST
$417M
| $64.6K | 0.01% |
+10,000
|
|
||
177
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.57B
| – | – |
-25,274
|
|
||
178
State Street Materials Select Sector SPDR ETF
XLB
$6B
| – | – |
-29,600
|
|
||
179
AT&T
T
$167B
| – | – |
-8,102
|
|
||
|
180
SLB Ltd
SLB
$70.3B
| – | – |
-18,285
|
|
||
181
Altria Group
MO
$103B
| – | – |
-3,444
|
|
||
182
Exelon
EXC
$44.2B
| – | – |
-5,555
|
|
||
|
183
Devon Energy
DVN
$24B
| – | – |
-17,231
|
|
||
184
AB InBev
BUD
$134B
| – | – |
-9,453
|
|
||
185
Boston Scientific
BSX
$138B
| – | – |
-6,618
|
|
||
186
BioMarin Pharmaceuticals
BMRN
$10.7B
| – | – |
-5,339
|
|
||
187
Brookfield Asset Management
BAM
$83.6B
| – | – |
-3,644
|
|