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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.88K ﹤0.01%
160
227
$9.77K ﹤0.01%
234
228
$9.53K ﹤0.01%
35
229
$8.69K ﹤0.01%
130
230
$8.63K ﹤0.01%
50
231
$8.54K ﹤0.01%
60
232
$8.48K ﹤0.01%
75
233
$8.3K ﹤0.01%
51
234
$8.16K ﹤0.01%
180
235
$7.79K ﹤0.01%
100
236
$7.74K ﹤0.01%
70
237
$7.63K ﹤0.01%
30
238
$7.53K ﹤0.01%
77
239
$7.29K ﹤0.01%
30
240
$7.23K ﹤0.01%
30
241
$6.97K ﹤0.01%
50
242
$6.95K ﹤0.01%
131
243
$6.66K ﹤0.01%
+164
244
$6.44K ﹤0.01%
77
245
$6.34K ﹤0.01%
225
246
$6.28K ﹤0.01%
300
+100
247
$6.28K ﹤0.01%
204
248
$6.27K ﹤0.01%
35
249
$6.17K ﹤0.01%
85
250
$5.92K ﹤0.01%
100
8 9
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