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
$330M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$3.28M
3
+$2.93M
4
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$2.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.29M

Top Sells

1
+$7.21M
2
+$3.32M
3
+$1.86M
4
COP icon
ConocoPhillips
COP
+$932K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$830K

Sector Composition

1 Healthcare 5.89%
2 Technology 5.81%
3 Consumer Staples 4.72%
4 Financials 4.26%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.4M 13.14%
112,840
-1,140
2
$29M 8.8%
342,615
-9,789
3
$23.9M 7.25%
331,625
+1,206
4
$15.5M 4.69%
344,132
-4,889
5
$13M 3.94%
283,586
-1,663
6
$11.5M 3.49%
507,504
-1,815
7
$10.8M 3.27%
83,023
-827
8
$9.04M 2.74%
85,683
+286
9
$7.42M 2.25%
148,472
+3,950
10
$7.32M 2.22%
77,264
-823
11
$7.08M 2.14%
+87,193
12
$6.79M 2.06%
65,142
+84
13
$6.5M 1.97%
217,325
+98,080
14
$5.64M 1.71%
151,115
+2,016
15
$4.75M 1.44%
44,564
+240
16
$4.24M 1.28%
17,673
-346
17
$3.99M 1.21%
85,882
-462
18
$3.93M 1.19%
25,932
-88
19
$3.67M 1.11%
89,643
+80,203
20
$3.58M 1.09%
87,430
-886
21
$3.15M 0.95%
107,540
-4,507
22
$3.1M 0.94%
10,036
-505
23
$3.07M 0.93%
69,864
-3,851
24
$3.03M 0.92%
32,632
-194
25
$2.83M 0.86%
5,337
-331
1
2 3 4 5