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LWA

Lineweaver Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 20.71%
This Fund
S&P 500
This Quarter Est. Return
+5.51%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$172M
Cap. Flow %
97.25%
Top 10 Hldgs %
65.63%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–

Top Buys

1
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19.4M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$19M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$18.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.5M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.46%
2 Communication Services 1.57%
3 Consumer Discretionary 1.45%
4 Financials 1.43%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.07T
$812K 0.46%
+3,589
New +$779K
MSFT icon
27
Microsoft
MSFT
$2.9T
$787K 0.44%
+4,993
New +$734K
UNH icon
28
UnitedHealth
UNH
$390B
$773K 0.44%
+2,632
New +$689K
PG icon
29
Procter & Gamble
PG
$345B
$710K 0.4%
+5,689
New +$696K
JPM icon
30
JPMorgan Chase
JPM
$896B
$659K 0.37%
+4,728
New +$606K
BSCL
31
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
$620K 0.35%
+29,226
New +$621K
BSCM
32
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$542K 0.31%
+25,219
New +$542K
BSJL
33
DELISTED
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
$523K 0.3%
+21,197
New +$521K
FDN icon
34
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.15B
$520K 0.29%
+3,738
New +$504K
MCD icon
35
McDonald's
MCD
$194B
$499K 0.28%
+2,525
New +$501K
SBUX icon
36
Starbucks
SBUX
$122B
$487K 0.27%
+5,545
New +$473K
BSCN
37
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
$473K 0.27%
+22,242
New +$473K
JNJ icon
38
Johnson & Johnson
JNJ
$621B
$464K 0.26%
+3,185
New +$432K
VZ icon
39
Verizon
VZ
$178B
$430K 0.24%
+7,006
New +$423K
BSJM
40
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$423K 0.24%
+17,323
New +$421K
BSCO
41
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$420K 0.24%
+19,595
New +$420K
DIS icon
42
Walt Disney
DIS
$167B
$401K 0.23%
+2,773
New +$387K
CCI icon
43
Crown Castle
CCI
$34.8B
$374K 0.21%
+2,636
New +$360K
PYPL icon
44
PayPal
PYPL
$42B
$373K 0.21%
+3,457
New +$360K
PGR icon
45
Progressive
PGR
$137B
$346K 0.2%
+4,790
New +$345K
BSJO
46
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$338K 0.19%
+13,278
New +$334K
V icon
47
Visa
V
$680B
$335K 0.19%
+1,787
New +$322K
VMW
48
DELISTED
VMware, Inc
VMW
$331K 0.19%
+2,182
New +$342K
BSJN
49
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$321K 0.18%
+12,281
New +$319K
NFLX icon
50
Netflix
NFLX
$311B
$310K 0.18%
+9,590
New +$284K
1
2
3

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