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
$483M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.7M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$10.2M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.46M

Top Sells

1
+$12.8M
2
+$12M
3
+$10.8M
4
UPS icon
United Parcel Service
UPS
+$2.03M
5
CVS icon
CVS Health
CVS
+$1.83M

Sector Composition

1 Technology 10.03%
2 Financials 4.85%
3 Healthcare 4.15%
4 Industrials 3.14%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.6M 14.42%
127,152
-33
2
$40.1M 8.31%
234,797
+2,150
3
$25.4M 5.26%
261,308
+190,914
4
$21.6M 4.47%
480,319
+327,797
5
$21.4M 4.44%
254,908
-4,351
6
$18.6M 3.86%
88,351
+775
7
$13.6M 2.82%
+534,235
8
$12.3M 2.55%
46,453
-3,859
9
$11.5M 2.38%
112,140
+703
10
$11.4M 2.36%
240,802
+157,489
11
$11.4M 2.35%
318,754
-17,886
12
$11.2M 2.32%
211,017
+3,262
13
$10.2M 2.11%
+194,911
14
$9.32M 1.93%
20,844
+1,347
15
$6.83M 1.42%
55,303
+5,133
16
$6.83M 1.42%
+145,445
17
$6.69M 1.39%
116,118
+6,579
18
$6.18M 1.28%
202,774
+6,214
19
$5.89M 1.22%
125,901
-2,907
20
$5.45M 1.13%
+76,536
21
$5.13M 1.06%
12,604
+582
22
$4.94M 1.02%
28,196
+19,216
23
$4.59M 0.95%
22,691
-91
24
$4.39M 0.91%
62,773
-2,123
25
$4.37M 0.91%
24,001
+893
1
2 3 4 5