LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.36K ﹤0.01%
100
227
$6.35K ﹤0.01%
262
228
$6.08K ﹤0.01%
70
229
$5.97K ﹤0.01%
180
230
$5.85K ﹤0.01%
40
231
$5.57K ﹤0.01%
51
232
$5.48K ﹤0.01%
50
233
$5.29K ﹤0.01%
221
234
$5.14K ﹤0.01%
30
235
$5.1K ﹤0.01%
85
236
$5.09K ﹤0.01%
112
-188
237
$4.99K ﹤0.01%
77
238
$4.92K ﹤0.01%
75
239
$4.74K ﹤0.01%
63
240
$4.49K ﹤0.01%
444
241
$4.28K ﹤0.01%
110
-73
242
$4.25K ﹤0.01%
30
-55
243
$4.15K ﹤0.01%
50
-260
244
$4.13K ﹤0.01%
531
245
$4.08K ﹤0.01%
639
-632
246
$3.9K ﹤0.01%
25
247
$3.88K ﹤0.01%
566
-432
248
$3.75K ﹤0.01%
180
249
$3.65K ﹤0.01%
18
250
$3.54K ﹤0.01%
18
8 9
10
11 12