LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$274M
1-Year Est. Return
14.31%
1 Year Est. Return
+14.31%
AUM
$274M
AUM Growth
+$17.8M
(+6.9%)
Holding
405
Top Buys
| 1 | +$707K | |
| 2 | +$700K | |
| 3 | +$653K | |
| 4 |
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
|
+$519K |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$507K |
Top Sells
| 1 | +$1.44M | |
| 2 | +$300K | |
| 3 | +$237K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$226K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
Invesco MSCI Sustainable Future ETF
ERTH
$148M
| – | – |
-5
|
|
||
402
Blackstone Secured Lending
BXSL
$5.98B
| – | – |
-72
|
|
||
403
Aqua Metals
AQMS
$26.9M
| – | – |
-2
|
|
||
404
AES
AES
$10.4B
| – | – |
-227
|
|