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
$256M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.66%
3 Energy 0.45%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLV icon
251
Health Care Select Sector SPDR Fund
XLV
$35.3B
$10.1K ﹤0.01%
75
CHDN icon
252
Churchill Downs
CHDN
$6.35B
$10.1K ﹤0.01%
100
MYD icon
253
BlackRock MuniYield Fund
MYD
$483M
$10.1K ﹤0.01%
1,005
CRM icon
254
Salesforce
CRM
$231B
$9.54K ﹤0.01%
35
XLF icon
255
Financial Select Sector SPDR Fund
XLF
$53.7B
$9.43K ﹤0.01%
180
IBKR icon
256
Interactive Brokers
IBKR
$29.5B
$9.31K ﹤0.01%
168
DELL icon
257
Dell
DELL
$100B
$9.2K ﹤0.01%
75
-39
SKT icon
258
Tanger
SKT
$3.7B
$9.17K ﹤0.01%
300
CL icon
259
Colgate-Palmolive
CL
$63.9B
$9.09K ﹤0.01%
100
SCHD icon
260
Schwab US Dividend Equity ETF
SCHD
$70B
$8.64K ﹤0.01%
326
CMCSA icon
261
Comcast
CMCSA
$109B
$8.35K ﹤0.01%
234
RRC icon
262
Range Resources
RRC
$8.57B
$8.3K ﹤0.01%
204
PNR icon
263
Pentair
PNR
$17.8B
$7.91K ﹤0.01%
77
KMB icon
264
Kimberly-Clark
KMB
$40.3B
$7.74K ﹤0.01%
60
NTNX icon
265
Nutanix
NTNX
$18.2B
$7.64K ﹤0.01%
100
FTNT icon
266
Fortinet
FTNT
$63.9B
$7.29K ﹤0.01%
69
+20
ECL icon
267
Ecolab
ECL
$78.5B
$7.28K ﹤0.01%
27
-5
AZN icon
268
AstraZeneca
AZN
$263B
$6.99K ﹤0.01%
100
EFA icon
269
iShares MSCI EAFE ETF
EFA
$68.2B
$6.88K ﹤0.01%
77
MTUM icon
270
iShares MSCI USA Momentum Factor ETF
MTUM
$19.2B
$6.73K ﹤0.01%
28
SO icon
271
Southern Company
SO
$108B
$6.7K ﹤0.01%
73
IJT icon
272
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
$6.65K ﹤0.01%
50
JPEM icon
273
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$349M
$6.57K ﹤0.01%
117
RSP icon
274
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$6.36K ﹤0.01%
35
SCCO icon
275
Southern Copper
SCCO
$105B
$5.87K ﹤0.01%
59