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
$274M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$700K
3
+$653K
4
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
+$519K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$507K

Top Sells

1
+$1.44M
2
+$300K
3
+$237K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$226K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$201K

Sector Composition

1 Technology 1.55%
2 Consumer Staples 0.57%
3 Energy 0.45%
4 Utilities 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNDC icon
351
Schwab Fundamental International Small Company Index ETF
FNDC
$3B
$1.42K ﹤0.01%
+32
MLPA icon
352
Global X MLP ETF
MLPA
$1.81B
$1.4K ﹤0.01%
+29
FELV icon
353
Fidelity Enhanced Large Cap Value ETF
FELV
$2.49B
$1.39K ﹤0.01%
41
TEVA icon
354
Teva Pharmaceuticals
TEVA
$30.8B
$1.37K ﹤0.01%
68
LOW icon
355
Lowe's Companies
LOW
$136B
$1.3K ﹤0.01%
5
BHF icon
356
Brighthouse Financial
BHF
$3.75B
$1.27K ﹤0.01%
24
IYW icon
357
iShares US Technology ETF
IYW
$21.1B
$1.18K ﹤0.01%
+6
ESML icon
358
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.01B
$1.17K ﹤0.01%
+26
SNAP icon
359
Snap
SNAP
$13.1B
$1.16K ﹤0.01%
150
SCHC icon
360
Schwab International Small-Cap Equity ETF
SCHC
$4.94B
$1.09K ﹤0.01%
+24
SPHY icon
361
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.3B
$1.05K ﹤0.01%
+44
BITB icon
362
Bitwise Bitcoin ETF
BITB
$3.5B
$996 ﹤0.01%
16
JCI icon
363
Johnson Controls International
JCI
$70.5B
$990 ﹤0.01%
9
DOW icon
364
Dow Inc
DOW
$17B
$940 ﹤0.01%
41
-44
SCHE icon
365
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$934 ﹤0.01%
+28
THRO
366
iShares U.S. Thematic Rotation Active ETF
THRO
$6.9B
$909 ﹤0.01%
+24
LULU icon
367
lululemon athletica
LULU
$21.6B
$890 ﹤0.01%
5
MDT icon
368
Medtronic
MDT
$131B
$857 ﹤0.01%
9
IWS icon
369
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$838 ﹤0.01%
+6
HYLB icon
370
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4B
$816 ﹤0.01%
+22
ITW icon
371
Illinois Tool Works
ITW
$72.1B
$782 ﹤0.01%
3
-8
EMXC icon
372
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$675 ﹤0.01%
+10
WAB icon
373
Wabtec
WAB
$35.6B
$601 ﹤0.01%
3
PHO icon
374
Invesco Water Resources ETF
PHO
$2.14B
$505 ﹤0.01%
7
ARTY
375
iShares Future AI & Tech ETF
ARTY
$1.96B
$504 ﹤0.01%
11
13 14
15
16 17