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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.38%
15,298
+2,081
27
$878K 0.38%
16,834
+425
28
$849K 0.37%
3,643
+169
29
$720K 0.31%
9,650
+8,611
30
$686K 0.3%
23,279
+183
31
$617K 0.27%
2,514
-1,706
32
$576K 0.25%
4,913
33
$530K 0.23%
15,945
+3,415
34
$500K 0.22%
2,525
35
$468K 0.2%
13,374
+3,210
36
$433K 0.19%
15,100
+778
37
$396K 0.17%
692
+1
38
$363K 0.16%
4,657
-50
39
$362K 0.16%
4,138
40
$336K 0.14%
1,215
41
$335K 0.14%
5,830
-35
42
$295K 0.13%
2,510
-25
43
$294K 0.13%
4,762
+4,141
44
$282K 0.12%
2,402
45
$261K 0.11%
7,890
-199
46
$254K 0.11%
7,750
47
$239K 0.1%
2,452
-100
48
$231K 0.1%
1,421
-15
49
$217K 0.09%
980
50
$182K 0.08%
2,044
1
2
3 4 5