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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$612K 0.33%
3,574
-605
27
$595K 0.32%
9,254
-556
28
$586K 0.31%
4,981
-138
29
$485K 0.26%
13,321
-581
30
$440K 0.23%
21,415
31
$399K 0.21%
+7,940
32
$397K 0.21%
14,735
-625
33
$397K 0.21%
3,080
-370
34
$359K 0.19%
7,545
-1,022
35
$310K 0.16%
4,138
36
$307K 0.16%
+4,385
37
$292K 0.16%
1,215
38
$285K 0.15%
3,500
-546
39
$283K 0.15%
5,080
-3,950
40
$265K 0.14%
2,679
-30
41
$262K 0.14%
760
-135
42
$261K 0.14%
4,425
-515
43
$259K 0.14%
1,711
44
$244K 0.13%
+6,155
45
$236K 0.13%
+4,770
46
$230K 0.12%
1,600
47
$222K 0.12%
9,340
-1,000
48
$214K 0.11%
6,975
+4,175
49
$213K 0.11%
+2,402
50
$212K 0.11%
1,890
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