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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.1K ﹤0.01%
+15
277
$5.09K ﹤0.01%
+124
278
$5.02K ﹤0.01%
18
279
$4.97K ﹤0.01%
+46
280
$4.85K ﹤0.01%
+177
281
$4.77K ﹤0.01%
639
282
$4.73K ﹤0.01%
+25
283
$4.69K ﹤0.01%
566
284
$4.63K ﹤0.01%
+6
285
$4.63K ﹤0.01%
+49
286
$4.49K ﹤0.01%
39
287
$4.49K ﹤0.01%
20
288
$4.24K ﹤0.01%
+50
289
$4.23K ﹤0.01%
+53
290
$4.23K ﹤0.01%
78
291
$4.13K ﹤0.01%
+72
292
$4.06K ﹤0.01%
+16
293
$4.03K ﹤0.01%
120
294
$4.02K ﹤0.01%
+131
295
$4.02K ﹤0.01%
+44
296
$3.96K ﹤0.01%
15
+5
297
$3.86K ﹤0.01%
+44
298
$3.66K ﹤0.01%
10
+7
299
$3.64K ﹤0.01%
40
300
$3.56K ﹤0.01%
+101
10 11
12
13 14