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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.27K ﹤0.01%
43
277
$2.26K ﹤0.01%
94
278
$2.25K ﹤0.01%
6
279
$2.14K ﹤0.01%
400
280
$1.77K ﹤0.01%
10
281
$1.68K ﹤0.01%
206
282
$1.68K ﹤0.01%
700
283
$1.61K ﹤0.01%
50
284
$1.6K ﹤0.01%
150
285
$1.56K ﹤0.01%
20
286
$1.51K ﹤0.01%
10
287
$1.43K ﹤0.01%
127
288
$1.36K ﹤0.01%
5
289
$1.36K ﹤0.01%
200
290
$1.28K ﹤0.01%
30
291
$1.22K ﹤0.01%
68
292
$1.08K ﹤0.01%
24
293
$1.05K ﹤0.01%
2
294
$1.04K ﹤0.01%
3
295
$810 ﹤0.01%
9
296
$765 ﹤0.01%
14
297
$698 ﹤0.01%
9
298
$574 ﹤0.01%
30
299
$545 ﹤0.01%
3
300
$517 ﹤0.01%
10
10 11
12
13 14