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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.81K ﹤0.01%
30
252
$6.77K ﹤0.01%
50
253
$6.67K ﹤0.01%
+93
254
$6.56K ﹤0.01%
51
255
$6.55K ﹤0.01%
100
256
$6.25K ﹤0.01%
30
257
$6.15K ﹤0.01%
225
258
$6.13K ﹤0.01%
35
259
$6.12K ﹤0.01%
100
260
$6.1K ﹤0.01%
+27
261
$6.04K ﹤0.01%
+117
262
$6.03K ﹤0.01%
+100
263
$6.01K ﹤0.01%
+73
264
$5.82K ﹤0.01%
77
265
$5.79K ﹤0.01%
+28
266
$5.73K ﹤0.01%
100
267
$5.41K ﹤0.01%
130
268
$5.38K ﹤0.01%
+63
269
$5.34K ﹤0.01%
+50
270
$5.33K ﹤0.01%
201
+26
271
$5.29K ﹤0.01%
+60
272
$5.2K ﹤0.01%
400
273
$5.16K ﹤0.01%
+16
274
$5.15K ﹤0.01%
75
275
$5.11K ﹤0.01%
+30
9 10
11
12 13