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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
+7.79%
1 Year Est. Return
+20.71%
3 Year Est. Return
+61.42%
5 Year Est. Return
+65.52%
10 Year Est. Return
–
AUM
$421M
AUM Growth
+$35.2M
(+9.1%)
Cap. Flow
+$8.36M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
50.72%
Holding
132
New
6
Increased
76
Reduced
33
Closed
8
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.33M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.1M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$705K |
| 4 |
iShares S&P 100 ETF
OEF
|
+$679K |
| 5 |
Deere & Co
DE
|
+$639K |
Top Sells
| 1 |
Norfolk Southern
NSC
|
+$948K |
| 2 |
Dell
DELL
|
+$609K |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$475K |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$462K |
| 5 |
Pfizer
PFE
|
+$378K |
Sector Composition
| 1 | Technology | 9.5% |
| 2 | Financials | 5.63% |
| 3 | Healthcare | 4.75% |
| 4 | Consumer Discretionary | 2.97% |
| 5 | Industrials | 2.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.16B
| – | – |
-2,479
| Closed | -$462K |
|
127
iShares Core Universal USD Bond ETF
IUSB
$42.7B
| – | – |
-5,519
| Closed | -$254K |
|
|
128
Pfizer
PFE
$138B
| – | – |
-13,130
| Closed | -$378K |
|
129
Starbucks
SBUX
$121B
| – | – |
-2,838
| Closed | -$273K |
|
|
130
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| – | – |
-999
| Closed | -$475K |
|
|
FLG
131
Flagstar Bank National Association
FLG
$6.24B
| – | – |
-5,593
| Closed | -$172K |
|
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