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
$606M
$14.7K 0.01%
200
GNR icon
227
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
$14.6K 0.01%
270
GLD icon
228
SPDR Gold Trust
GLD
$135B
$14.6K 0.01%
48
CSCO icon
229
Cisco
CSCO
$277B
$14.4K 0.01%
208
ABBV icon
230
AbbVie
ABBV
$406B
$13.9K 0.01%
75
AVGO icon
231
Broadcom
AVGO
$1.65T
$13.8K 0.01%
50
-10
CME icon
232
CME Group
CME
$96.6B
$13.8K 0.01%
50
VWOB icon
233
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.86B
$13.1K 0.01%
200
EXC icon
234
Exelon
EXC
$48.3B
$13K 0.01%
299
CSX icon
235
CSX Corp
CSX
$68.2B
$12.9K 0.01%
396
QCOM icon
236
Qualcomm
QCOM
$176B
$12.7K 0.01%
80
SLYG icon
237
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
$12.5K ﹤0.01%
141
-73
BN icon
238
Brookfield
BN
$99.8B
$12.4K ﹤0.01%
300
LRCX icon
239
Lam Research
LRCX
$178B
$11.9K ﹤0.01%
122
CAH icon
240
Cardinal Health
CAH
$37.2B
$11.8K ﹤0.01%
70
XLK icon
241
Technology Select Sector SPDR Fund
XLK
$93.7B
$11.6K ﹤0.01%
46
PAYX icon
242
Paychex
PAYX
$45.5B
$11.6K ﹤0.01%
80
UNP icon
243
Union Pacific
UNP
$134B
$11.5K ﹤0.01%
50
FE icon
244
FirstEnergy
FE
$27.1B
$11.5K ﹤0.01%
285
DXJ icon
245
WisdomTree Japan Hedged Equity Fund
DXJ
$3.93B
$11.4K ﹤0.01%
100
DON icon
246
WisdomTree US MidCap Dividend Fund
DON
$3.68B
$11.1K ﹤0.01%
222
COP icon
247
ConocoPhillips
COP
$108B
$10.9K ﹤0.01%
122
GMF icon
248
SPDR S&P Emerging Asia Pacific ETF
GMF
$398M
$10.5K ﹤0.01%
83
ISCG icon
249
iShares Morningstar Small-Cap Growth ETF
ISCG
$756M
$10.4K ﹤0.01%
210
IMCR icon
250
Immunocore
IMCR
$1.69B
$10.4K ﹤0.01%
330