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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
+7.63%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$330M
AUM Growth
+$21.3M
(+6.9%)
Cap. Flow
-$55.5K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
51.83%
Holding
134
New
8
Increased
39
Reduced
66
Closed
13
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$7.07M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$3.28M |
| 3 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$2.93M |
| 4 |
Fidelity Limited Term Bond ETF
FLTB
|
+$2.58M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$2.4M |
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
+$7.21M |
| 2 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$3.29M |
| 3 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$1.86M |
| 4 |
ConocoPhillips
COP
|
+$959K |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$835K |
Sector Composition
| 1 | Healthcare | 5.89% |
| 2 | Technology | 5.81% |
| 3 | Consumer Staples | 4.72% |
| 4 | Financials | 4.26% |
| 5 | Industrials | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
iShares S&P 100 ETF
OEF
$20.3B
| – | – |
-44,386
| Closed | -$7.21M |
|
|
127
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
| – | – |
-64,975
| Closed | -$1.86M |
|
128
Innovator US Equity Power Buffer ETF October
POCT
$967M
| – | – |
-14,394
| Closed | -$650K |
|
129
PayPal
PYPL
$41.8B
| – | – |
-8,117
| Closed | -$701K |
|
130
Qualcomm
QCOM
$188B
| – | – |
-3,609
| Closed | -$407K |
|
131
Sherwin-Williams
SHW
$81B
| – | – |
-1,618
| Closed | -$331K |
|
|
THW
132
abrdn World Healthcare Fund
THW
$532M
| – | – |
-10,483
| Closed | -$134K |
|
133
Union Pacific
UNP
$171B
| – | – |
-3,300
| Closed | -$645K |
|
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