LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$296K
3 +$236K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$216K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$194K

Sector Composition

1 Technology 1.55%
2 Consumer Staples 0.57%
3 Energy 0.45%
4 Utilities 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BAC icon
226
Bank of America
BAC
$361B
$16.7K 0.01%
323
EQIX icon
227
Equinix
EQIX
$95.5B
$16.4K 0.01%
21
LRCX icon
228
Lam Research
LRCX
$275B
$16.3K 0.01%
122
GNR icon
229
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.75B
$16K 0.01%
270
EEMV icon
230
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.25B
$15.6K 0.01%
245
IYR icon
231
iShares US Real Estate ETF
IYR
$4.19B
$15.3K 0.01%
158
ARCC icon
232
Ares Capital
ARCC
$13.7B
$14.9K 0.01%
729
-100
MOO icon
233
VanEck Agribusiness ETF
MOO
$1.01B
$14.7K 0.01%
200
NOK icon
234
Nokia
NOK
$45.2B
$14.2K 0.01%
2,946
CSX icon
235
CSX Corp
CSX
$79.5B
$14.1K 0.01%
396
BN icon
236
Brookfield
BN
$97.1B
$13.7K 0.01%
300
CME icon
237
CME Group
CME
$117B
$13.5K ﹤0.01%
50
VWOB icon
238
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.92B
$13.4K ﹤0.01%
200
QCOM icon
239
Qualcomm
QCOM
$147B
$13.3K ﹤0.01%
80
SLYG icon
240
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.15B
$13.3K ﹤0.01%
141
PRGS icon
241
Progress Software
PRGS
$1.65B
$13.2K ﹤0.01%
300
FE icon
242
FirstEnergy
FE
$29.1B
$13.1K ﹤0.01%
285
DXJ icon
243
WisdomTree Japan Hedged Equity Fund
DXJ
$6.24B
$12.8K ﹤0.01%
100
EXC icon
244
Exelon
EXC
$49.6B
$12.5K ﹤0.01%
278
-21
IMCR icon
245
Immunocore
IMCR
$1.66B
$12K ﹤0.01%
330
UNP icon
246
Union Pacific
UNP
$157B
$11.8K ﹤0.01%
50
DON icon
247
WisdomTree US MidCap Dividend Fund
DON
$3.89B
$11.6K ﹤0.01%
222
IBKR icon
248
Interactive Brokers
IBKR
$31.2B
$11.6K ﹤0.01%
168
GMF icon
249
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$381M
$11.5K ﹤0.01%
83
ISCG icon
250
iShares Morningstar Small-Cap Growth ETF
ISCG
$916M
$11.4K ﹤0.01%
210