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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$684K
3
+$494K
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$473K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$244K

Top Sells

1
+$422K
2
+$334K
3
+$302K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$278K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$250K

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$166K 0.08%
2,475
-450
52
$155K 0.07%
697
+75
53
$152K 0.07%
895
54
$140K 0.07%
1,492
-58
55
$134K 0.06%
2,410
56
$130K 0.06%
656
-21
57
$127K 0.06%
4,170
-650
58
$124K 0.06%
6,053
-200
59
$122K 0.06%
1,648
-60
60
$106K 0.05%
312
61
$105K 0.05%
1,000
62
$104K 0.05%
616
63
$103K 0.05%
1,963
64
$102K 0.05%
260
+45
65
$98K 0.05%
606
-15
66
$95K 0.05%
1,035
+300
67
$95K 0.05%
2,909
68
$94K 0.04%
1,200
69
$93K 0.04%
1,526
-186
70
$93K 0.04%
285
71
$82K 0.04%
491
72
$79K 0.04%
688
73
$76K 0.04%
169
74
$75K 0.04%
738
75
$73K 0.03%
248
1 2
3
4 5