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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.29K ﹤0.01%
60
227
$7.28K ﹤0.01%
+287
228
$7.25K ﹤0.01%
262
229
$7.06K ﹤0.01%
70
230
$6.77K ﹤0.01%
180
231
$6.74K ﹤0.01%
100
232
$6.59K ﹤0.01%
229
233
$6.52K ﹤0.01%
51
234
$6.26K ﹤0.01%
50
235
$6.21K ﹤0.01%
204
236
$6.14K ﹤0.01%
112
237
$6.12K ﹤0.01%
79
238
$6.12K ﹤0.01%
100
239
$6.09K ﹤0.01%
40
240
$5.74K ﹤0.01%
30
241
$5.71K ﹤0.01%
+225
242
$5.64K ﹤0.01%
180
243
$5.6K ﹤0.01%
77
244
$5.58K ﹤0.01%
50
245
$5.52K ﹤0.01%
85
246
$5.48K ﹤0.01%
221
247
$5.45K ﹤0.01%
75
248
$5.34K ﹤0.01%
639
249
$5.09K ﹤0.01%
146
+125
250
$4.97K ﹤0.01%
566
8 9
10
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