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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
-12.75%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$159M
AUM Growth
-$18M
(-10%)
Cap. Flow
+$7.02M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
59.33%
Holding
74
New
10
Increased
43
Reduced
13
Closed
7
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$8.38M |
| 2 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$5.07M |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$4.69M |
| 4 |
Fidelity Quality Factor ETF
FQAL
|
+$3.74M |
| 5 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$2.58M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$6.46M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.16M |
| 3 |
iShares MBS ETF
MBB
|
+$2.48M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.09M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.9M |
Sector Composition
| 1 | Technology | 3.53% |
| 2 | Financials | 1.72% |
| 3 | Consumer Discretionary | 1.64% |
| 4 | Communication Services | 1.57% |
| 5 | Healthcare | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Fidelity MSCI Utilities Index ETF
FUTY
$2.38B
| $1.37M | 0.86% |
38,196
+5
| +0% | +$208 |
|
27
Amazon
AMZN
$2.66T
| $1.21M | 0.76% |
12,100
+1,160
| +11% | +$112K |
|
28
Microsoft
MSFT
$2.86T
| $1.06M | 0.66% |
6,677
+1,684
| +34% | +$277K |
|
29
UnitedHealth
UNH
$386B
| $811K | 0.51% |
3,300
+668
| +25% | +$184K |
|
30
Berkshire Hathaway Class B
BRK.B
$1.06T
| $736K | 0.46% |
4,020
+431
| +12% | +$91.6K |
|
31
Procter & Gamble
PG
$340B
| $704K | 0.44% |
6,402
+713
| +13% | +$85.6K |
|
32
AT&T
T
$148B
| $672K | 0.42% |
30,557
+490
| +2% | +$13.4K |
|
|
BSCL
33
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
| $615K | 0.39% |
29,360
+134
| +0.5% | +$2.83K |
|
34
JPMorgan Chase
JPM
$919B
| $544K | 0.34% |
6,169
+1,441
| +30% | +$175K |
|
|
BSCM
35
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $536K | 0.34% |
25,339
+120
| +0.5% | +$2.56K |
|
36
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.16B
| $522K | 0.33% |
4,219
+481
| +13% | +$66.7K |
|
37
Johnson & Johnson
JNJ
$611B
| $495K | 0.31% |
3,729
+544
| +17% | +$77.2K |
|
38
PayPal
PYPL
$41.8B
| $473K | 0.3% |
4,949
+1,492
| +43% | +$165K |
|
|
BSJL
39
DELISTED
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
| $473K | 0.3% |
21,385
+188
| +0.9% | +$4.48K |
|
40
Verizon
VZ
$177B
| $467K | 0.29% |
8,695
+1,689
| +24% | +$96.6K |
|
|
BSCN
41
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $463K | 0.29% |
22,354
+112
| +0.5% | +$2.36K |
|
42
Crown Castle
CCI
$34.5B
| $417K | 0.26% |
2,888
+252
| +10% | +$37.6K |
|
43
Alphabet (Google) Class A
GOOGL
$4.39T
| $415K | 0.26% |
6,960
+2,500
| +56% | +$169K |
|
|
BSCO
44
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| $406K | 0.26% |
19,693
+98
| +0.5% | +$2.08K |
|
45
McDonald's
MCD
$191B
| $399K | 0.25% |
2,476
-49
| -2% | -$9.65K |
|
46
Visa
V
$677B
| $398K | 0.25% |
2,462
+675
| +38% | +$127K |
|
|
BSJM
47
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
| $378K | 0.24% |
17,489
+166
| +1% | +$3.92K |
|
48
Tesla
TSLA
$1.49T
| $376K | 0.24% |
10,485
+870
| +9% | +$36.1K |
|
49
Netflix
NFLX
$310B
| $366K | 0.23% |
9,770
+180
| +2% | +$6.37K |
|
50
Progressive
PGR
$132B
| $363K | 0.23% |
4,916
+126
| +3% | +$9.71K |
|
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