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
351
$253 ﹤0.01%
3
352
$224 ﹤0.01%
15
353
$202 ﹤0.01%
5
354
$187 ﹤0.01%
15
355
$139 ﹤0.01%
10
356
$136 ﹤0.01%
2
357
$98 ﹤0.01%
7
358
$55 ﹤0.01%
2
359
– –
-1
360
– –
-172
361
– –
-200
362
– –
-97
363
– –
-23,279
364
– –
-60
365
– –
-100
366
– –
-99
367
– –
-101
368
– –
-102
369
– –
-30
370
– –
-193
371
– –
-479
372
– –
-10
373
– –
-152
374
– –
-3,995
375
– –
-94
12 13 14
15
16