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
$587M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.93M
3
+$7.78M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.85M

Top Sells

1
+$4.77M
2
+$1.29M
3
+$583K
4
TGT icon
Target
TGT
+$535K
5
MCO icon
Moody's
MCO
+$444K

Sector Composition

1 Technology 8.82%
2 Financials 5.52%
3 Healthcare 3.97%
4 Industrials 3.18%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.4M 10.79%
112,745
+2,929
2
$41.4M 7.05%
242,297
+8,184
3
$27.4M 4.67%
600,014
+36,039
4
$26.2M 4.46%
1,010,919
+417,604
5
$25.6M 4.36%
258,580
+21,974
6
$21.8M 3.71%
415,580
+151,406
7
$21.6M 3.67%
468,214
+157,279
8
$20.3M 3.46%
91,341
-439
9
$20.2M 3.45%
202,429
+77,779
10
$17.2M 2.93%
183,567
-50,884
11
$16.6M 2.83%
282,045
+48,277
12
$12.7M 2.16%
46,788
+765
13
$11.6M 1.98%
313,591
-2,545
14
$9.75M 1.66%
201,600
-5,119
15
$9.53M 1.62%
25,360
+2,182
16
$8.11M 1.38%
15,234
+1,178
17
$7.53M 1.28%
154,335
+2,859
18
$6.95M 1.18%
112,439
-2,584
19
$6.84M 1.17%
63,134
+2,069
20
$6.61M 1.13%
210,499
+5,222
21
$6.29M 1.07%
82,726
+1,793
22
$6.18M 1.05%
25,191
+1,302
23
$5.86M 1%
28,905
+1,968
24
$5.69M 0.97%
114,815
-4,088
25
$5.24M 0.89%
31,277
+3,886
1
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