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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$930K 0.4%
16,461
+1,163
27
$904K 0.39%
19,977
-160
28
$841K 0.36%
17,559
+725
29
$698K 0.3%
15,857
-4,684
30
$635K 0.27%
18,423
+5,049
31
$551K 0.24%
16,573
+628
32
$535K 0.23%
4,972
+59
33
$497K 0.21%
2,540
+15
34
$472K 0.2%
1,949
-565
35
$444K 0.19%
17,201
+2,101
36
$411K 0.18%
702
+10
37
$370K 0.16%
6,255
+1,493
38
$369K 0.16%
4,138
39
$356K 0.15%
1,215
40
$303K 0.13%
4,317
-340
41
$290K 0.12%
2,402
42
$288K 0.12%
3,233
+781
43
$282K 0.12%
2,510
44
$255K 0.11%
4,832
+4,701
45
$253K 0.11%
1,153
+213
46
$250K 0.11%
7,716
-174
47
$242K 0.1%
2,652
+1,821
48
$237K 0.1%
4,530
-1,300
49
$232K 0.1%
12,553
+8,277
50
$230K 0.1%
2,484
+609
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