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
$308M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.76M
3
+$7.21M
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.78M
5
IBM icon
IBM
IBM
+$1.67M

Top Sells

1
+$7.39M
2
+$4.91M
3
+$4.09M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.49M
5
WFC icon
Wells Fargo
WFC
+$1.53M

Sector Composition

1 Technology 6.35%
2 Healthcare 5.02%
3 Consumer Staples 4.32%
4 Financials 4.31%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.9M 13.26%
113,980
+2,623
2
$28M 9.08%
352,404
-1,764
3
$21.9M 7.09%
330,419
+8,475
4
$15.5M 5.04%
349,021
+1,631
5
$11.6M 3.76%
+509,319
6
$11.6M 3.76%
83,850
+624
7
$11M 3.57%
285,249
+139
8
$8.76M 2.84%
+85,397
9
$7.21M 2.34%
+44,386
10
$6.81M 2.21%
78,087
+2,262
11
$6.43M 2.09%
144,522
+10,666
12
$5.94M 1.93%
65,058
+1,744
13
$4.93M 1.6%
149,099
+10,774
14
$4.65M 1.51%
44,324
-38,990
15
$4.28M 1.39%
179,152
-205,270
16
$4.2M 1.36%
18,019
+426
17
$3.66M 1.19%
88,316
-169
18
$3.4M 1.1%
119,245
-4,160
19
$3.4M 1.1%
86,344
+140
20
$3.29M 1.07%
26,020
+2,626
21
$3.12M 1.01%
112,047
+63,900
22
$3.01M 0.98%
32,826
-999
23
$2.87M 0.93%
73,715
+1,051
24
$2.86M 0.93%
5,668
-31
25
$2.82M 0.91%
10,541
+801
1
2 3 4 5