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
$183M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$980K
3
+$800K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$372K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$345K

Top Sells

1
+$5.35M
2
+$4.2M
3
+$1.24M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.03M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.02M

Sector Composition

1 Technology 1.25%
2 Consumer Staples 1.15%
3 Communication Services 1.05%
4 Energy 0.48%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$667K 0.36%
22,480
-4,510
27
$666K 0.36%
11,319
-90,886
28
$590K 0.32%
8,415
+597
29
$555K 0.3%
11,313
-13,495
30
$466K 0.25%
5,444
31
$464K 0.25%
3,620
+2,905
32
$422K 0.23%
23,211
+3,825
33
$374K 0.2%
4,138
34
$350K 0.19%
4,867
-279
35
$317K 0.17%
3,822
36
$299K 0.16%
2,976
37
$293K 0.16%
1,555
+212
38
$275K 0.15%
7,673
39
$255K 0.14%
1,215
40
$240K 0.13%
7,750
+200
41
$233K 0.13%
2,840
-656
42
$223K 0.12%
2,331
-1,200
43
$213K 0.12%
7,869
44
$200K 0.11%
930
+1
45
$200K 0.11%
1,990
-1,510
46
$195K 0.11%
454
-100
47
$178K 0.1%
2,125
48
$165K 0.09%
2,765
-380
49
$149K 0.08%
291
+30
50
$148K 0.08%
1,832
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