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
$350M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.61M
3
+$2.88M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.51M

Top Sells

1
+$3.58M
2
+$2.22M
3
+$1.69M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$907K

Sector Composition

1 Technology 8.09%
2 Financials 4.51%
3 Healthcare 3.67%
4 Consumer Discretionary 3.03%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.2M 14.35%
110,674
+16,962
2
$36M 10.3%
355,671
+7,438
3
$18.4M 5.26%
237,232
-11,687
4
$15.3M 4.36%
307,445
+4,115
5
$14.5M 4.14%
83,067
-1,794
6
$14.1M 4.03%
280,429
-1,619
7
$11.6M 3.31%
120,523
-14,635
8
$10.8M 3.09%
389,519
-129,014
9
$10.1M 2.88%
405,161
+115,492
10
$8.41M 2.4%
77,963
-15,635
11
$6.77M 1.93%
126,731
+11,230
12
$6.07M 1.73%
120,019
+2,109
13
$5.58M 1.59%
134,077
-1,207
14
$5.4M 1.54%
17,510
+5,136
15
$5.05M 1.44%
90,927
-296
16
$4.61M 1.32%
+125,642
17
$3.94M 1.13%
67,953
+680
18
$3.85M 1.1%
123,405
19
$3.57M 1.02%
35,021
+344
20
$3.53M 1.01%
86,319
-20,841
21
$3.5M 1%
71,527
+1,947
22
$3.31M 0.94%
31,610
-21,213
23
$3.21M 0.92%
19,700
+480
24
$3.02M 0.86%
37,996
-2,808
25
$2.94M 0.84%
19,275
+1,254
1
2 3 4 5