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
$183M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$980K
3
+$800K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$372K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$345K

Top Sells

1
+$5.35M
2
+$4.2M
3
+$1.24M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.03M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.02M

Sector Composition

1 Technology 1.25%
2 Consumer Staples 1.15%
3 Communication Services 1.05%
4 Energy 0.48%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
50
252
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40
254
$3K ﹤0.01%
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20
256
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45
257
$3K ﹤0.01%
380
258
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18
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96
260
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44
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50
262
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100
263
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70
265
$3K ﹤0.01%
40
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$3K ﹤0.01%
200
267
$3K ﹤0.01%
50
268
$3K ﹤0.01%
418
269
$3K ﹤0.01%
25
270
$2K ﹤0.01%
30
271
$2K ﹤0.01%
25
272
$2K ﹤0.01%
+30
273
$2K ﹤0.01%
80
274
$2K ﹤0.01%
217
+114
275
$2K ﹤0.01%
110
9 10
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