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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.5K ﹤0.01%
+50
252
$3.49K ﹤0.01%
70
253
$3.48K ﹤0.01%
180
254
$3.25K ﹤0.01%
120
-55
255
$3.22K ﹤0.01%
20
256
$3.06K ﹤0.01%
25
257
$3.03K ﹤0.01%
44
258
$2.98K ﹤0.01%
20
259
$2.93K ﹤0.01%
43
260
$2.89K ﹤0.01%
40
261
$2.35K ﹤0.01%
40
262
$2.34K ﹤0.01%
30
263
$2.25K ﹤0.01%
30
264
$2.21K ﹤0.01%
20
-110
265
$2.06K ﹤0.01%
500
266
$2.04K ﹤0.01%
400
267
$1.93K ﹤0.01%
5
268
$1.92K ﹤0.01%
200
269
$1.64K ﹤0.01%
26
270
$1.6K ﹤0.01%
6
271
$1.39K ﹤0.01%
20
272
$1.34K ﹤0.01%
150
273
$1.24K ﹤0.01%
50
-330
274
$1.24K ﹤0.01%
10
275
$1.13K ﹤0.01%
35
-101
9 10
11
12 13