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
$157M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$330K
3
+$299K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$237K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$201K

Top Sells

1
+$2.41M
2
+$572K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$66.9K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$43.4K

Sector Composition

1 Communication Services 0.93%
2 Consumer Staples 0.85%
3 Materials 0.78%
4 Industrials 0.62%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$66K 0.04%
1,691
-923
52
$65K 0.04%
1,674
53
$64K 0.04%
860
54
$60K 0.04%
1,969
-33
55
$60K 0.04%
947
56
$59K 0.04%
2,710
57
$58K 0.04%
5,294
58
$58K 0.04%
300
59
$57K 0.04%
546
60
$54K 0.03%
588
61
$54K 0.03%
407
62
$49K 0.03%
1,374
+2
63
$47K 0.03%
312
64
$46K 0.03%
282
65
$46K 0.03%
594
66
$43K 0.03%
699
67
$38K 0.02%
928
+250
68
$38K 0.02%
800
69
$37K 0.02%
491
70
$37K 0.02%
3,065
71
$36K 0.02%
638
+13
72
$35K 0.02%
511
73
$35K 0.02%
334
74
$34K 0.02%
200
75
$32K 0.02%
700
1 2
3
4 5