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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$541K
3
+$373K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$217K

Top Sells

1
+$4.85M
2
+$1.09M
3
+$871K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$445K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$336K

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$573K 0.34%
10,870
-449
27
$552K 0.32%
5,960
-1,390
28
$491K 0.29%
5,629
+185
29
$469K 0.28%
7,165
-1,250
30
$454K 0.27%
3,750
+130
31
$371K 0.22%
8,637
-2,676
32
$370K 0.22%
22,861
-350
33
$333K 0.2%
4,138
34
$275K 0.16%
1,215
35
$272K 0.16%
4,067
-800
36
$270K 0.16%
1,505
-50
37
$269K 0.16%
2,952
-24
38
$267K 0.16%
7,673
39
$260K 0.15%
2,616
-224
40
$241K 0.14%
3,300
-522
41
$223K 0.13%
8,200
+450
42
$205K 0.12%
930
43
$199K 0.12%
7,869
44
$178K 0.1%
1,940
-50
45
$168K 0.1%
+2,100
46
$162K 0.1%
+5,715
47
$160K 0.09%
982
+152
48
$148K 0.09%
1,600
-232
49
$146K 0.09%
377
-77
50
$145K 0.09%
1,825
-300
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