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
$224M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$2.13M
3
+$2.06M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$749K
5
MSFT icon
Microsoft
MSFT
+$425K

Top Sells

1
+$378K
2
+$301K
3
+$285K
4
K icon
Kellanova
K
+$216K
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$199K

Sector Composition

1 Technology 5.42%
2 Financials 2.9%
3 Consumer Discretionary 2.52%
4 Communication Services 1.99%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 9.41%
376,540
+36,905
2
$18.9M 8.44%
56,214
-46
3
$17.3M 7.74%
227,429
+68
4
$16.8M 7.5%
263,629
+669
5
$13.2M 5.91%
473,033
+12,582
6
$11.2M 4.98%
124,136
-87
7
$8.58M 3.83%
74,118
+3,034
8
$7.59M 3.39%
213,095
-1,541
9
$7.08M 3.16%
117,445
+410
10
$6.97M 3.11%
99,177
-627
11
$6.92M 3.09%
113,787
+82,633
12
$5.63M 2.52%
79,988
+1,560
13
$5.42M 2.42%
98,684
+4,431
14
$5.35M 2.39%
58,101
-349
15
$4.98M 2.23%
113,206
+1,317
16
$4.67M 2.09%
117,443
-1,329
17
$4.28M 1.91%
154,429
-2,171
18
$4.17M 1.86%
117,087
+1,034
19
$4.14M 1.85%
82,824
+768
20
$4.06M 1.81%
93,630
-350
21
$2.71M 1.21%
53,048
+1,277
22
$2.49M 1.11%
61,245
+804
23
$2.23M 1%
20,139
-58
24
$2.21M 0.99%
14,020
+1,440
25
$2.13M 0.95%
+110,402
1
2 3 4