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
$256M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.66%
3 Energy 0.45%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MOO icon
226
VanEck Agribusiness ETF
MOO
$612M
$14.7K 0.01%
200
GNR icon
227
SPDR S&P Global Natural Resources ETF
GNR
$4.09B
$14.6K 0.01%
270
GLD icon
228
SPDR Gold Trust
GLD
$157B
$14.6K 0.01%
48
CSCO icon
229
Cisco
CSCO
$297B
$14.4K 0.01%
208
ABBV icon
230
AbbVie
ABBV
$379B
$13.9K 0.01%
75
AVGO icon
231
Broadcom
AVGO
$1.67T
$13.8K 0.01%
50
-10
CME icon
232
CME Group
CME
$101B
$13.8K 0.01%
50
VWOB icon
233
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.67B
$13.1K 0.01%
200
EXC icon
234
Exelon
EXC
$45.1B
$13K 0.01%
299
CSX icon
235
CSX Corp
CSX
$67.5B
$12.9K 0.01%
396
QCOM icon
236
Qualcomm
QCOM
$171B
$12.7K 0.01%
80
SLYG icon
237
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.82B
$12.5K ﹤0.01%
141
-73
BN icon
238
Brookfield
BN
$106B
$12.4K ﹤0.01%
300
LRCX icon
239
Lam Research
LRCX
$280B
$11.9K ﹤0.01%
122
CAH icon
240
Cardinal Health
CAH
$50.5B
$11.8K ﹤0.01%
70
XLK icon
241
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$11.6K ﹤0.01%
92
PAYX icon
242
Paychex
PAYX
$39.9B
$11.6K ﹤0.01%
80
UNP icon
243
Union Pacific
UNP
$136B
$11.5K ﹤0.01%
50
FE icon
244
FirstEnergy
FE
$27.3B
$11.5K ﹤0.01%
285
DXJ icon
245
WisdomTree Japan Hedged Equity Fund
DXJ
$5.56B
$11.4K ﹤0.01%
100
DON icon
246
WisdomTree US MidCap Dividend Fund
DON
$3.86B
$11.1K ﹤0.01%
222
COP icon
247
ConocoPhillips
COP
$121B
$10.9K ﹤0.01%
122
GMF icon
248
SPDR S&P Emerging Asia Pacific ETF
GMF
$390M
$10.5K ﹤0.01%
83
ISCG icon
249
iShares Morningstar Small-Cap Growth ETF
ISCG
$882M
$10.4K ﹤0.01%
210
IMCR icon
250
Immunocore
IMCR
$1.69B
$10.4K ﹤0.01%
330