LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$274M
1-Year Est. Return
14.31%
1 Year Est. Return
+14.31%
AUM
$256M
AUM Growth
+$20.8M
(+8.8%)
Holding
378
Top Buys
| 1 | +$1.3M | |
| 2 | +$902K | |
| 3 | +$878K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$743K |
| 5 |
SPDR S&P Global Infrastructure ETF
GII
|
+$687K |
Top Sells
| 1 | +$1.34M | |
| 2 | +$908K | |
| 3 | +$117K | |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$81K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$46.3K |
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 | |
|---|---|---|---|---|---|---|
376
Charles River Laboratories
CRL
$8.79B
| – | – |
-11
|
|
||
377
Chipotle Mexican Grill
CMG
$56.1B
| – | – |
-50
|
|
||
378
TRI-Continental Corp
TY
$1.76B
| – | – |
-600
|
|