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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.2K ﹤0.01%
80
227
$11K ﹤0.01%
100
228
$10.9K ﹤0.01%
140
229
$10.7K ﹤0.01%
46
230
$10.4K ﹤0.01%
1,005
231
$10.4K ﹤0.01%
210
232
$10.4K ﹤0.01%
160
233
$10.4K ﹤0.01%
244
+80
234
$10.3K ﹤0.01%
75
235
$9.88K ﹤0.01%
200
236
$9.59K ﹤0.01%
83
237
$9.17K ﹤0.01%
50
238
$9.09K ﹤0.01%
100
239
$8.78K ﹤0.01%
234
240
$8.7K ﹤0.01%
180
241
$8.68K ﹤0.01%
35
242
$8.59K ﹤0.01%
+15
243
$8.44K ﹤0.01%
258
244
$8.32K ﹤0.01%
66
+41
245
$8.28K ﹤0.01%
70
246
$7.86K ﹤0.01%
60
247
$7.75K ﹤0.01%
77
248
$7.5K ﹤0.01%
+32
249
$7.42K ﹤0.01%
+168
250
$7.34K ﹤0.01%
204
8 9
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