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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$684K
3
+$494K
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$473K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$244K

Top Sells

1
+$422K
2
+$334K
3
+$302K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$278K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$250K

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$595K 0.28%
11,580
+1,660
27
$563K 0.27%
8,818
-50
28
$494K 0.23%
+8,285
29
$473K 0.22%
+12,930
30
$461K 0.22%
4,386
+150
31
$445K 0.21%
5,346
+180
32
$360K 0.17%
3,015
+365
33
$356K 0.17%
4,322
34
$335K 0.16%
4,138
35
$324K 0.15%
5,514
-70
36
$314K 0.15%
7,223
+3,478
37
$298K 0.14%
1,343
38
$292K 0.14%
3,103
-214
39
$243K 0.12%
1,215
40
$243K 0.12%
11,919
41
$242K 0.11%
+7,400
42
$223K 0.11%
3,600
+1,000
43
$221K 0.1%
2,939
+425
44
$219K 0.1%
7,869
45
$211K 0.1%
2,082
46
$209K 0.1%
2,125
+500
47
$191K 0.09%
554
48
$175K 0.08%
3,220
49
$169K 0.08%
860
50
$168K 0.08%
1,020
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