LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$916K
3
+$835K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$383K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$381K

Top Sells

1
+$5.83M
2
+$4.71M
3
+$1.37M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.18M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.03M

Sector Composition

1 Technology 1.25%
2 Consumer Staples 1.15%
3 Communication Services 1.04%
4 Energy 0.48%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
110
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$1K ﹤0.01%
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