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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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$685K
3
+$510K
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$464K
5
UTG icon
Reaves Utility Income Fund
UTG
+$260K

Top Sells

1
+$381K
2
+$370K
3
+$311K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$286K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$253K

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
10
+2
227
$4K ﹤0.01%
51
228
$4K ﹤0.01%
+333
229
$4K ﹤0.01%
25
230
$4K ﹤0.01%
70
231
$4K ﹤0.01%
75
232
$4K ﹤0.01%
52
233
$4K ﹤0.01%
100
234
$4K ﹤0.01%
28
235
$4K ﹤0.01%
100
236
$4K ﹤0.01%
50
237
$4K ﹤0.01%
180
238
$4K ﹤0.01%
200
239
$3K ﹤0.01%
180
240
$3K ﹤0.01%
20
241
$3K ﹤0.01%
45
242
$3K ﹤0.01%
70
243
$3K ﹤0.01%
96
244
$3K ﹤0.01%
44
245
$3K ﹤0.01%
50
246
$3K ﹤0.01%
48
-1
247
$3K ﹤0.01%
100
248
$3K ﹤0.01%
18
249
$3K ﹤0.01%
25
250
$3K ﹤0.01%
66
8 9
10
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