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
$274M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

1 +$1.44M
2 +$300K
3 +$237K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$226K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$201K

Sector Composition

1 Technology 1.55%
2 Consumer Staples 0.57%
3 Energy 0.45%
4 Utilities 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVRG icon
301
Evergy
EVRG
$17.6B
$4.18K ﹤0.01%
55
FELG icon
302
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.67B
$4.16K ﹤0.01%
101
LHX icon
303
L3Harris
LHX
$64.8B
$3.97K ﹤0.01%
13
OC icon
304
Owens Corning
OC
$10.2B
$3.96K ﹤0.01%
28
-2
ACAD icon
305
Acadia Pharmaceuticals
ACAD
$4.4B
$3.84K ﹤0.01%
180
IJK icon
306
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
$3.84K ﹤0.01%
40
LUV icon
307
Southwest Airlines
LUV
$22.3B
$3.83K ﹤0.01%
120
ESGE icon
308
iShares ESG Aware MSCI EM ETF
ESGE
$5.9B
$3.82K ﹤0.01%
+88
ALGN icon
309
Align Technology
ALGN
$12.3B
$3.76K ﹤0.01%
30
BKLN icon
310
Invesco Senior Loan ETF
BKLN
$7.06B
$3.64K ﹤0.01%
+174
IBB icon
311
iShares Biotechnology ETF
IBB
$8.51B
$3.61K ﹤0.01%
25
FNDA icon
312
Schwab Fundamental US Small Company Index ETF
FNDA
$9.65B
$3.55K ﹤0.01%
+114
STWD icon
313
Starwood Property Trust
STWD
$6.87B
$3.49K ﹤0.01%
180
MRNA icon
314
Moderna
MRNA
$16.3B
$3.36K ﹤0.01%
130
IVE icon
315
iShares S&P 500 Value ETF
IVE
$49.3B
$3.3K ﹤0.01%
+16
GEHC icon
316
GE HealthCare
GEHC
$37.2B
$3.23K ﹤0.01%
43
FNDF icon
317
Schwab Fundamental International Large Company Index ETF
FNDF
$20.4B
$3.18K ﹤0.01%
+74
BNDX icon
318
Vanguard Total International Bond ETF
BNDX
$74.7B
$3.12K ﹤0.01%
+63
UA icon
319
Under Armour Class C
UA
$2.41B
$3.09K ﹤0.01%
639
MNST icon
320
Monster Beverage
MNST
$76.4B
$2.96K ﹤0.01%
44
HON icon
321
Honeywell
HON
$139B
$2.95K ﹤0.01%
14
RUM icon
322
Rumble
RUM
$2.05B
$2.9K ﹤0.01%
400
IWF icon
323
iShares Russell 1000 Growth ETF
IWF
$124B
$2.81K ﹤0.01%
6
UAA icon
324
Under Armour
UAA
$2.45B
$2.81K ﹤0.01%
563
-3
USHY icon
325
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.7B
$2.8K ﹤0.01%
+74