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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.11K ﹤0.01%
50
277
$1.05K ﹤0.01%
700
-200
278
$858 ﹤0.01%
30
279
$785 ﹤0.01%
2
280
$741 ﹤0.01%
3
281
$722 ﹤0.01%
14
282
$705 ﹤0.01%
9
283
$693 ﹤0.01%
68
284
$677 ﹤0.01%
21
-58
285
$580 ﹤0.01%
10
-15
286
$514 ﹤0.01%
2
287
$502 ﹤0.01%
75
288
$483 ﹤0.01%
10
289
$479 ﹤0.01%
9
290
$416 ﹤0.01%
+2
291
$388 ﹤0.01%
3
292
$372 ﹤0.01%
7
293
$371 ﹤0.01%
15
294
$319 ﹤0.01%
3
295
$307 ﹤0.01%
25
296
$275 ﹤0.01%
15
297
$235 ﹤0.01%
3
298
$221 ﹤0.01%
5
299
$157 ﹤0.01%
3
300
$148 ﹤0.01%
15
10 11
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