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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
+5.57%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$351M
AUM Growth
+$26M
(+8%)
Cap. Flow
+$8.82M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
131
New
5
Increased
54
Reduced
54
Closed
10
Top Buys
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$9.85M |
| 2 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$9.65M |
| 3 |
State Street SPDR S&P Bank ETF
KBE
|
+$1.2M |
| 4 |
Progressive
PGR
|
+$826K |
| 5 |
Amazon
AMZN
|
+$790K |
Top Sells
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Healthcare | 4.92% |
| 3 | Consumer Staples | 4.68% |
| 4 | Financials | 4.65% |
| 5 | Consumer Discretionary | 3.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Innovator US Equity Power Buffer ETF November
PNOV
$911M
| – | – |
-32,091
| Closed | -$1.02M |
|
127
Innovator US Equity Power Buffer ETF September
PSEP
$847M
| – | – |
-106,351
| Closed | -$3.26M |
|
128
Peloton Interactive
PTON
$2.65B
| – | – |
-27,960
| Closed | -$317K |
|
129
Shell
SHEL
$234B
| – | – |
-10,126
| Closed | -$583K |
|
130
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
| – | – |
-4,588
| Closed | -$380K |
|
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