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LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$845M
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
% of AUM
97.25%
Top 10 Holdings %
Top 10 Hldgs %
65.63%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$19.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$19M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$18.3M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.5M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$10.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 90.12% |
| 2 | Technology | 3.46% |
| 3 | Communication Services | 1.57% |
| 4 | Consumer Discretionary | 1.45% |
| 5 | Financials | 1.43% |
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Lineweaver Wealth Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Lineweaver Wealth Advisors, which disclosed 64 positions worth $177M. Its ten largest holdings account for 66% of the portfolio.
Its largest position is iShares MSCI USA Min Vol Factor ETF: 302,781 shares worth $19.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, followed by Technology and Communication Services.
- Lineweaver Wealth Advisors's largest Q4 2019 buy was iShares MSCI USA Min Vol Factor ETF: 302,781 shares worth $19.9M.
- Lineweaver Wealth Advisors's ten largest holdings make up 66% of its $177M portfolio in Q4 2019.
- Lineweaver Wealth Advisors disclosed 64 positions in Q4 2019, its first 13F filing on record.
Based on Lineweaver Wealth Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.