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
301
$3.41K ﹤0.01%
85
+71
302
$3.41K ﹤0.01%
180
303
$3.41K ﹤0.01%
+10
304
$3.39K ﹤0.01%
40
305
$3.38K ﹤0.01%
+55
306
$3.35K ﹤0.01%
+8
307
$3.31K ﹤0.01%
25
308
$3.3K ﹤0.01%
180
309
$3.03K ﹤0.01%
130
-97
310
$2.92K ﹤0.01%
+227
311
$2.8K ﹤0.01%
+77
312
$2.73K ﹤0.01%
+13
313
$2.7K ﹤0.01%
20
314
$2.67K ﹤0.01%
+53
315
$2.65K ﹤0.01%
+44
316
$2.61K ﹤0.01%
27
317
$2.47K ﹤0.01%
+34
318
$2.41K ﹤0.01%
6
319
$2.33K ﹤0.01%
+72
320
$2.31K ﹤0.01%
+44
321
$2.18K ﹤0.01%
+63
322
$2.14K ﹤0.01%
700
323
$2.03K ﹤0.01%
+11
324
$2.02K ﹤0.01%
20
325
$1.96K ﹤0.01%
206
11 12
13
14 15