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
$328M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.84M
3
+$3.43M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.55M
5
CTAS icon
Cintas
CTAS
+$2.51M

Top Sells

1
+$4.33M
2
+$2.96M
3
+$1.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.65M
5
IXG icon
iShares Global Financials ETF
IXG
+$1.33M

Sector Composition

1 Technology 6.5%
2 Financials 4.14%
3 Consumer Discretionary 2.87%
4 Healthcare 2.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.7M 11.82%
89,912
+891
2
$28.2M 8.59%
286,049
+25,870
3
$18.2M 5.55%
685,576
+31,653
4
$14.4M 4.39%
135,068
+41,916
5
$14.4M 4.38%
195,425
+1,000
6
$14.3M 4.37%
281,753
-32,474
7
$13.8M 4.21%
252,626
+17,011
8
$12.5M 3.83%
88,623
+10,883
9
$12.1M 3.69%
227,470
+10,508
10
$10.2M 3.1%
93,085
+3,427
11
$7.63M 2.33%
75,749
+5,931
12
$6.72M 2.05%
121,496
+454
13
$6.43M 1.96%
113,559
+60,453
14
$5.5M 1.68%
109,557
+5,955
15
$5.13M 1.56%
91,286
-562
16
$5.05M 1.54%
64,385
-16,989
17
$4.98M 1.52%
134,525
+2,381
18
$4.94M 1.51%
164,212
+15,239
19
$3.84M 1.17%
+26,091
20
$3.51M 1.07%
124,130
-64,902
21
$3.49M 1.07%
12,386
+826
22
$3.25M 0.99%
68,580
+2,741
23
$3.1M 0.95%
32,616
+26,412
24
$3.02M 0.92%
18,360
+1,540
25
$2.99M 0.91%
49,757
-3,520
1
2 3 4 5