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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
-0.62%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$742M
AUM Growth
+$8.2M
Cap. Flow
+$20M
Cap. Flow %
2.7%
Top 10 Hldgs %
44.86%
Holding
188
New
12
Increased
65
Reduced
69
Closed
20

Top Buys

1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$3.97M
2
CGIC
Capital Group International Core Equity ETF
CGIC
+$3.62M
3
JIVE icon
JPMorgan International Value ETF
JIVE
+$3.33M
4
ABT icon
Abbott
ABT
+$2.49M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.17M

Top Sells

1
UNH icon
UnitedHealth
UNH
+$1.78M
2
CTAS icon
Cintas
CTAS
+$1.42M
3
CSCO icon
Cisco
CSCO
+$875K
4
AZN icon
AstraZeneca
AZN
+$855K
5
BIIB icon
Biogen
BIIB
+$763K

Sector Composition

1 Technology 10.24%
2 Financials 5%
3 Healthcare 4.07%
4 Industrials 3.46%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
101
Palo Alto Networks
PANW
$286B
$1.18M 0.16%
7,372
+953
+15% +$160K
ZJAN
102
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$115M
$1.12M 0.15%
41,103
+17,243
+72% +$473K
NFLX icon
103
Netflix
NFLX
$310B
$1.06M 0.14%
11,041
-1,459
-12% -$129K
CLX icon
104
Clorox
CLX
$11.3B
$1.06M 0.14%
10,238
+2,780
+37% +$315K
PMAR icon
105
Innovator US Equity Power Buffer ETF March
PMAR
$758M
$1.06M 0.14%
23,768
+5,420
+30% +$245K
UNP icon
106
Union Pacific
UNP
$172B
$1.06M 0.14%
4,369
-484
-10% -$119K
ZJUN
107
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$162M
$1.04M 0.14%
38,786
– –
LECO icon
108
Lincoln Electric
LECO
$13.7B
$1.03M 0.14%
4,117
– –
BA icon
109
Boeing
BA
$173B
$977K 0.13%
4,908
+1,037
+27% +$236K
QCOM icon
110
Qualcomm
QCOM
$188B
$975K 0.13%
7,571
+836
+12% +$122K
PAPR icon
111
Innovator US Equity Power Buffer ETF April
PAPR
$953M
$913K 0.12%
22,935
– –
ZAUG
112
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$97.3M
$907K 0.12%
34,071
– –
ZMAY
113
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$90.6M
$892K 0.12%
34,817
– –
ZOCT
114
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$105M
$871K 0.12%
32,563
– –
CRM icon
115
Salesforce
CRM
$140B
$863K 0.12%
4,622
-2,257
-33% -$468K
CGMU icon
116
Capital Group Municipal Income ETF
CGMU
$6.38B
$861K 0.12%
+31,729
New +$875K
ETN icon
117
Eaton
ETN
$159B
$860K 0.12%
2,403
-144
-6% -$51.2K
DIS icon
118
Walt Disney
DIS
$167B
$853K 0.12%
8,847
-507
-5% -$53.6K
MINO icon
119
PIMCO Municipal Income Opportunities Active ETF
MINO
$723M
$852K 0.12%
+18,872
New +$860K
APH icon
120
Amphenol
APH
$194B
$799K 0.11%
+6,320
New +$890K
ZSEP
121
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$124M
$713K 0.1%
26,677
– –
MCO icon
122
Moody's
MCO
$85.9B
$693K 0.09%
1,588
-14
-0.9% -$6.62K
HIMU
123
iShares High Yield Muni Active ETF
HIMU
$2.38B
$683K 0.09%
14,241
+2,271
+19% +$111K
PHYS icon
124
Sprott Physical Gold
PHYS
$14.6B
$660K 0.09%
18,615
– –
BSX icon
125
Boston Scientific
BSX
$63.7B
$640K 0.09%
+10,194
New +$815K
3 4
5
6 7

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