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
$157M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$330K
3
+$299K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$237K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$201K

Top Sells

1
+$2.41M
2
+$572K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$66.9K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$43.4K

Sector Composition

1 Communication Services 0.93%
2 Consumer Staples 0.85%
3 Materials 0.78%
4 Industrials 0.62%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$616K 0.39%
2,218
-2,059
27
$390K 0.25%
7,980
28
$337K 0.22%
2,702
+2,394
29
$324K 0.21%
16,067
-170
30
$297K 0.19%
8,236
31
$277K 0.18%
2,608
-175
32
$262K 0.17%
3,247
33
$251K 0.16%
5,910
+325
34
$228K 0.15%
3,309
35
$174K 0.11%
1,630
36
$172K 0.11%
9,910
37
$171K 0.11%
5,008
38
$141K 0.09%
2,299
39
$128K 0.08%
1,055
40
$125K 0.08%
1,144
-5
41
$125K 0.08%
890
+30
42
$124K 0.08%
1,215
43
$123K 0.08%
7,520
+845
44
$109K 0.07%
1,044
45
$108K 0.07%
2,426
46
$104K 0.07%
3,220
47
$95K 0.06%
6,053
48
$81K 0.05%
1,798
49
$79K 0.05%
1,242
50
$69K 0.04%
1,189
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