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
$344M
AUM Growth
-$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.2M
3
+$933K
4
CVX icon
Chevron
CVX
+$921K
5
NEE icon
NextEra Energy
NEE
+$871K

Top Sells

1
+$4.05M
2
+$891K
3
+$784K
4
BMY icon
Bristol-Myers Squibb
BMY
+$768K
5
DLTR icon
Dollar Tree
DLTR
+$738K

Sector Composition

1 Technology 8.45%
2 Healthcare 5.08%
3 Financials 4.91%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.6M 15.01%
120,183
-1,352
2
$26.7M 7.77%
202,638
+2,222
3
$20.8M 6.05%
287,238
-6,010
4
$13.6M 3.97%
79,663
+5,450
5
$12.9M 3.76%
149,609
+3,624
6
$11.2M 3.25%
125,923
+3,269
7
$11M 3.19%
350,582
-5,170
8
$10.9M 3.16%
493,600
+4,934
9
$10.3M 3%
212,374
-13,982
10
$9.72M 2.83%
198,555
+1,716
11
$9.36M 2.72%
99,636
-3,102
12
$7.02M 2.04%
141,788
-13,347
13
$6.88M 2%
34,232
+439
14
$5.99M 1.74%
155,114
-1,729
15
$5.81M 1.69%
18,376
+871
16
$4.46M 1.3%
+167,460
17
$4.45M 1.29%
85,629
-1,201
18
$3.64M 1.06%
24,930
-2,648
19
$3.54M 1.03%
10,110
+535
20
$3.17M 0.92%
31,070
-699
21
$3.1M 0.9%
67,386
-205
22
$3.09M 0.9%
6,123
+195
23
$2.84M 0.83%
91,601
+19,497
24
$2.77M 0.81%
19,128
+2,075
25
$2.71M 0.79%
21,303
-827
1
2 3 4 5