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
326
$1.91K ﹤0.01%
5
327
$1.69K ﹤0.01%
127
328
$1.68K ﹤0.01%
+33
329
$1.62K ﹤0.01%
150
330
$1.6K ﹤0.01%
50
331
$1.5K ﹤0.01%
68
332
$1.44K ﹤0.01%
18
-1,000
333
$1.43K ﹤0.01%
10
334
$1.3K ﹤0.01%
+17
335
$1.25K ﹤0.01%
+41
336
$1.15K ﹤0.01%
24
337
$1.11K ﹤0.01%
+15
338
$1.08K ﹤0.01%
2
339
$752 ﹤0.01%
200
340
$719 ﹤0.01%
9
341
$710 ﹤0.01%
9
342
$569 ﹤0.01%
3
343
$566 ﹤0.01%
10
344
$461 ﹤0.01%
7
345
$408 ﹤0.01%
11
346
$382 ﹤0.01%
40
347
$369 ﹤0.01%
3
348
$349 ﹤0.01%
15
349
$283 ﹤0.01%
5
350
$254 ﹤0.01%
15
12 13
14
15 16