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
TGT icon
326
Target
TGT
$41.3B
$1.97K ﹤0.01%
20
ENVX icon
327
Enovix
ENVX
$2.44B
$1.86K ﹤0.01%
206
RIVN icon
328
Rivian
RIVN
$15.8B
$1.75K ﹤0.01%
127
BABA icon
329
Alibaba
BABA
$387B
$1.7K ﹤0.01%
15
-25
TEL icon
330
TE Connectivity
TEL
$65.9B
$1.69K ﹤0.01%
10
BOTZ icon
331
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.04B
$1.63K ﹤0.01%
50
WH icon
332
Wyndham Hotels & Resorts
WH
$5.97B
$1.62K ﹤0.01%
20
SHY icon
333
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$1.45K ﹤0.01%
18
FELV icon
334
Fidelity Enhanced Large Cap Value ETF
FELV
$2.43B
$1.31K ﹤0.01%
41
SNAP icon
335
Snap
SNAP
$12.9B
$1.3K ﹤0.01%
150
BHF icon
336
Brighthouse Financial
BHF
$2.66B
$1.29K ﹤0.01%
24
LULU icon
337
lululemon athletica
LULU
$19.9B
$1.19K ﹤0.01%
5
EW icon
338
Edwards Lifesciences
EW
$43.8B
$1.17K ﹤0.01%
15
LOW icon
339
Lowe's Companies
LOW
$137B
$1.15K ﹤0.01%
5
-30
TEVA icon
340
Teva Pharmaceuticals
TEVA
$22.2B
$1.14K ﹤0.01%
68
VOO icon
341
Vanguard S&P 500 ETF
VOO
$757B
$1.14K ﹤0.01%
2
JCI icon
342
Johnson Controls International
JCI
$71.2B
$951 ﹤0.01%
9
BITB icon
343
Bitwise Bitcoin ETF
BITB
$4.09B
$937 ﹤0.01%
16
MDT icon
344
Medtronic
MDT
$123B
$785 ﹤0.01%
9
BYND icon
345
Beyond Meat
BYND
$49.6M
$698 ﹤0.01%
200
WAB icon
346
Wabtec
WAB
$33.2B
$628 ﹤0.01%
3
PHO icon
347
Invesco Water Resources ETF
PHO
$2.27B
$489 ﹤0.01%
7
ARTY
348
iShares Future AI & Tech ETF
ARTY
$1.65B
$451 ﹤0.01%
11
FNDB icon
349
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.02B
$360 ﹤0.01%
15
DFE icon
350
WisdomTree Europe SmallCap Dividend Fund
DFE
$178M
$351 ﹤0.01%
5