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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
GSY icon
176
Invesco Ultra Short Duration ETF
GSY
$3.83B
– –
-5,530
Closed -$278K
IGIB icon
177
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-10,447
Closed -$563K
IWF icon
178
iShares Russell 1000 Growth ETF
IWF
$127B
– –
-1,756
Closed -$208K
LULU icon
179
lululemon athletica
LULU
$13.4B
– –
-1,140
Closed -$237K
MELI icon
180
Mercado Libre
MELI
$95.2B
– –
-100
Closed -$201K
MINT icon
181
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
– –
-2,683
Closed -$269K
MS icon
182
Morgan Stanley
MS
$358B
– –
-1,446
Closed -$257K
PULS icon
183
PGIM Ultra Short Bond ETF
PULS
$17.6B
– –
-5,661
Closed -$281K
SUB icon
184
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-6,231
Closed -$665K
TBUX icon
185
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.23B
– –
-5,371
Closed -$268K
UNH icon
186
UnitedHealth
UNH
$387B
– –
-5,386
Closed -$1.78M
VCIT icon
187
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
– –
-8,302
Closed -$695K
XLK icon
188
State Street Technology Select Sector SPDR ETF
XLK
$120B
– –
-1,682
Closed -$242K
4 5 6 7
8

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SOW
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