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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$706K 0.35%
36,960
+1,425
27
$689K 0.34%
3,576
+2
28
$567K 0.28%
+11,800
29
$566K 0.28%
15,096
+1,775
30
$496K 0.25%
14,185
+7,210
31
$494K 0.24%
4,938
-43
32
$446K 0.22%
6,334
-2,920
33
$442K 0.22%
21,365
-50
34
$414K 0.2%
7,955
+3,185
35
$367K 0.18%
7,255
-290
36
$362K 0.18%
2,655
-425
37
$306K 0.15%
4,260
-125
38
$299K 0.15%
4,138
39
$283K 0.14%
1,215
40
$275K 0.14%
8,745
+1,385
41
$274K 0.14%
4,325
-100
42
$273K 0.14%
2,679
43
$269K 0.13%
10,165
+825
44
$262K 0.13%
4,625
-455
45
$247K 0.12%
1,600
46
$238K 0.12%
672
47
$229K 0.11%
5,315
-840
48
$225K 0.11%
2,402
49
$219K 0.11%
8,089
50
$217K 0.11%
1,461
-250
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