LWA
Lineweaver Wealth Advisors Portfolio holdings
AUM
$742M
1-Year Est. Return
15.44%
This Fund
S&P 500
1 Year Est. Return
+15.44%
AUM
$742M
AUM Growth
+$8.2M
(+1.1%)
Holding
188
Top Buys
| 1 | +$3.97M | |
| 2 | +$3.62M | |
| 3 | +$3.33M | |
| 4 |
Abbott
ABT
|
+$2.49M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$2.17M |
Top Sells
| 1 | +$1.78M | |
| 2 | +$1.42M | |
| 3 | +$875K | |
| 4 |
AstraZeneca
AZN
|
+$855K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Invesco Ultra Short Duration ETF
GSY
$3.53B
| – | – |
-5,530
|
|
||
177
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
| – | – |
-10,447
|
|
||
178
iShares Russell 1000 Growth ETF
IWF
$31B
| – | – |
-439
|
|
||
179
lululemon athletica
LULU
$15.9B
| – | – |
-1,140
|
|
||
180
Mercado Libre
MELI
$89.4B
| – | – |
-100
|
|
||
181
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.5B
| – | – |
-2,683
|
|
||
182
Morgan Stanley
MS
$296B
| – | – |
-1,446
|
|
||
183
PGIM Ultra Short Bond ETF
PULS
$15.5B
| – | – |
-5,661
|
|
||
184
iShares Short-Term National Muni Bond ETF
SUB
$11.1B
| – | – |
-6,231
|
|
||
185
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.1B
| – | – |
-5,371
|
|
||
186
UnitedHealth
UNH
$336B
| – | – |
-5,386
|
|
||
187
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.2B
| – | – |
-8,302
|
|
||
188
State Street Technology Select Sector SPDR ETF
XLK
$104B
| – | – |
-1,682
|
|