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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.8K ﹤0.01%
400
277
$1.78K ﹤0.01%
200
278
$1.72K ﹤0.01%
26
279
$1.61K ﹤0.01%
20
280
$1.43K ﹤0.01%
50
281
$1.41K ﹤0.01%
10
282
$1.22K ﹤0.01%
35
283
$1.21K ﹤0.01%
50
284
$1.11K ﹤0.01%
30
285
$910 ﹤0.01%
700
286
$874 ﹤0.01%
2
287
$812 ﹤0.01%
3
288
$768 ﹤0.01%
14
289
$741 ﹤0.01%
9
290
$709 ﹤0.01%
68
291
$691 ﹤0.01%
+41
292
$521 ﹤0.01%
75
293
$520 ﹤0.01%
+11
294
$519 ﹤0.01%
9
295
$513 ﹤0.01%
10
296
$465 ﹤0.01%
2
297
$426 ﹤0.01%
7
298
$418 ﹤0.01%
25
299
$381 ﹤0.01%
3
300
$369 ﹤0.01%
3
9 10 11
12
13