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
$183M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$980K
3
+$800K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$372K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$345K

Top Sells

1
+$5.35M
2
+$4.2M
3
+$1.24M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.03M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.02M

Sector Composition

1 Technology 1.25%
2 Consumer Staples 1.15%
3 Communication Services 1.05%
4 Energy 0.48%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$147K 0.08%
830
+2
52
$138K 0.08%
980
+947
53
$132K 0.07%
1,492
54
$130K 0.07%
1,427
-440
55
$129K 0.07%
2,857
+447
56
$122K 0.07%
1,938
57
$113K 0.06%
2,175
-200
58
$113K 0.06%
656
59
$113K 0.06%
6,053
60
$108K 0.06%
393
+100
61
$107K 0.06%
738
62
$107K 0.06%
542
63
$99K 0.05%
1,648
64
$98K 0.05%
6,564
65
$98K 0.05%
860
66
$92K 0.05%
3,159
67
$90K 0.05%
1,800
+300
68
$89K 0.05%
2,230
+350
69
$88K 0.05%
3,250
-610
70
$85K 0.05%
177
+30
71
$81K 0.04%
688
72
$75K 0.04%
1,200
73
$73K 0.04%
475
-50
74
$72K 0.04%
960
75
$70K 0.04%
491
1 2
3
4 5