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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.75K ﹤0.01%
100
252
$5.52K ﹤0.01%
25
-20
253
$5.34K ﹤0.01%
639
254
$5.32K ﹤0.01%
227
-4,202
255
$5.07K ﹤0.01%
175
256
$5.04K ﹤0.01%
566
257
$4.93K ﹤0.01%
18
258
$4.47K ﹤0.01%
18
259
$4.41K ﹤0.01%
+39
260
$4.25K ﹤0.01%
40
261
$4.01K ﹤0.01%
20
262
$3.96K ﹤0.01%
193
263
$3.69K ﹤0.01%
+78
264
$3.68K ﹤0.01%
40
265
$3.67K ﹤0.01%
180
266
$3.64K ﹤0.01%
25
267
$3.56K ﹤0.01%
120
268
$3.41K ﹤0.01%
25
269
$3.12K ﹤0.01%
20
270
$2.91K ﹤0.01%
27
271
$2.77K ﹤0.01%
180
272
$2.64K ﹤0.01%
10
+8
273
$2.3K ﹤0.01%
102
274
$2.29K ﹤0.01%
101
275
$2.28K ﹤0.01%
99
-4,303
9 10
11
12 13