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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.85K ﹤0.01%
63
252
$4.77K ﹤0.01%
531
253
$4.74K ﹤0.01%
18
254
$4.73K ﹤0.01%
30
255
$4.68K ﹤0.01%
110
256
$4.06K ﹤0.01%
18
257
$3.98K ﹤0.01%
50
258
$3.93K ﹤0.01%
25
259
$3.88K ﹤0.01%
70
260
$3.78K ﹤0.01%
180
261
$3.75K ﹤0.01%
20
262
$3.58K ﹤0.01%
20
263
$3.47K ﹤0.01%
120
264
$3.4K ﹤0.01%
25
265
$3.33K ﹤0.01%
43
266
$3.31K ﹤0.01%
44
267
$3.17K ﹤0.01%
40
268
$2.85K ﹤0.01%
20
269
$2.8K ﹤0.01%
+683
270
$2.73K ﹤0.01%
30
271
$2.56K ﹤0.01%
5
272
$2.54K ﹤0.01%
150
273
$2.02K ﹤0.01%
30
274
$1.82K ﹤0.01%
500
275
$1.82K ﹤0.01%
6
9 10
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12 13