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
$421M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$713K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$706K
5
DE icon
Deere & Co
DE
+$686K

Top Sells

1
+$980K
2
+$744K
3
+$475K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$462K
5
PFE icon
Pfizer
PFE
+$378K

Sector Composition

1 Technology 9.5%
2 Financials 5.63%
3 Healthcare 4.75%
4 Consumer Discretionary 2.97%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.9M 15.88%
127,185
+2,664
2
$38.2M 9.08%
232,647
+7,018
3
$21.7M 5.15%
259,259
-1,559
4
$15M 3.57%
87,576
+951
5
$12.8M 3.04%
138,550
+6,440
6
$12.5M 2.96%
50,312
+2,876
7
$12M 2.85%
526,356
+31,023
8
$11.6M 2.76%
336,640
-6,856
9
$11.6M 2.75%
111,437
+1,772
10
$11.3M 2.68%
207,755
+4,901
11
$10.7M 2.54%
92,981
-717
12
$8.21M 1.95%
19,497
+195
13
$6.91M 1.64%
152,522
+5,682
14
$6.9M 1.64%
70,394
+2,399
15
$6.36M 1.51%
109,539
-1,686
16
$5.84M 1.39%
128,808
-1,187
17
$5.8M 1.38%
196,560
+15,573
18
$5.06M 1.2%
12,022
+495
19
$4.57M 1.08%
22,782
+784
20
$4.53M 1.08%
50,170
+260
21
$4.18M 0.99%
64,896
-114
22
$4.15M 0.99%
31,442
+2,277
23
$3.95M 0.94%
83,313
+3,706
24
$3.78M 0.9%
20,976
+233
25
$3.68M 0.87%
23,262
+2,255
1
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