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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$541K
3
+$373K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$217K

Top Sells

1
+$4.85M
2
+$1.09M
3
+$871K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$445K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$336K

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
+40
302
$2K ﹤0.01%
11
303
$2K ﹤0.01%
900
304
$2K ﹤0.01%
265
305
$1K ﹤0.01%
45
306
$1K ﹤0.01%
10
307
$1K ﹤0.01%
99
308
$1K ﹤0.01%
14
309
$1K ﹤0.01%
+13
310
$1K ﹤0.01%
100
311
$1K ﹤0.01%
40
312
$1K ﹤0.01%
6
313
$1K ﹤0.01%
45
314
$1K ﹤0.01%
10
315
$1K ﹤0.01%
5
316
$1K ﹤0.01%
9
317
$1K ﹤0.01%
6
318
$1K ﹤0.01%
12
319
$1K ﹤0.01%
10
320
$1K ﹤0.01%
50
321
$1K ﹤0.01%
75
322
$1K ﹤0.01%
25
323
$1K ﹤0.01%
150
324
$1K ﹤0.01%
49
325
$1K ﹤0.01%
41
11 12
13
14 15