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
$256M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.66%
3 Energy 0.45%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOOG icon
301
Vanguard S&P 500 Growth ETF
VOOG
$22.1B
$3.96K ﹤0.01%
10
LUV icon
302
Southwest Airlines
LUV
$22.3B
$3.89K ﹤0.01%
120
ACAD icon
303
Acadia Pharmaceuticals
ACAD
$4.4B
$3.88K ﹤0.01%
180
UAA icon
304
Under Armour
UAA
$2.45B
$3.87K ﹤0.01%
566
EVRG icon
305
Evergy
EVRG
$17.6B
$3.79K ﹤0.01%
55
FELG icon
306
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.67B
$3.74K ﹤0.01%
101
IJK icon
307
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
$3.64K ﹤0.01%
40
STWD icon
308
Starwood Property Trust
STWD
$6.87B
$3.61K ﹤0.01%
180
RUM icon
309
Rumble
RUM
$2.05B
$3.59K ﹤0.01%
400
MRNA icon
310
Moderna
MRNA
$16.3B
$3.59K ﹤0.01%
130
SRE icon
311
Sempra
SRE
$60.4B
$3.33K ﹤0.01%
44
LHX icon
312
L3Harris
LHX
$64.8B
$3.26K ﹤0.01%
13
HON icon
313
Honeywell
HON
$139B
$3.26K ﹤0.01%
14
GEHC icon
314
GE HealthCare
GEHC
$37.2B
$3.19K ﹤0.01%
43
IBB icon
315
iShares Biotechnology ETF
IBB
$8.51B
$3.16K ﹤0.01%
25
EFG icon
316
iShares MSCI EAFE Growth ETF
EFG
$9.82B
$3.02K ﹤0.01%
27
ENPH icon
317
Enphase Energy
ENPH
$4.58B
$2.97K ﹤0.01%
75
HESM icon
318
Hess Midstream
HESM
$4.52B
$2.89K ﹤0.01%
+75
MNST icon
319
Monster Beverage
MNST
$76.4B
$2.76K ﹤0.01%
44
ITW icon
320
Illinois Tool Works
ITW
$76.4B
$2.72K ﹤0.01%
11
IWF icon
321
iShares Russell 1000 Growth ETF
IWF
$124B
$2.55K ﹤0.01%
6
UPS icon
322
United Parcel Service
UPS
$90.7B
$2.52K ﹤0.01%
25
-41
AES icon
323
AES
AES
$10.1B
$2.39K ﹤0.01%
227
DOW icon
324
Dow Inc
DOW
$19.6B
$2.25K ﹤0.01%
85
BXSL icon
325
Blackstone Secured Lending
BXSL
$6.13B
$2.21K ﹤0.01%
72