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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$541K
3
+$373K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$217K

Top Sells

1
+$4.85M
2
+$1.09M
3
+$871K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$445K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$336K

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$137K 0.08%
272
-19
52
$129K 0.08%
1,506
-825
53
$124K 0.07%
1,100
+475
54
$122K 0.07%
1,492
55
$119K 0.07%
1,386
-41
56
$116K 0.07%
2,765
57
$116K 0.07%
980
58
$114K 0.07%
2,857
59
$109K 0.06%
1,938
60
$107K 0.06%
656
61
$106K 0.06%
6,053
62
$106K 0.06%
738
63
$104K 0.06%
2,175
64
$98K 0.06%
1,168
+600
65
$96K 0.06%
542
66
$95K 0.06%
1,648
67
$93K 0.05%
6,564
68
$91K 0.05%
960
+344
69
$90K 0.05%
860
70
$88K 0.05%
319
-74
71
$86K 0.05%
1,117
+157
72
$86K 0.05%
3,159
73
$84K 0.05%
925
+200
74
$82K 0.05%
309
75
$82K 0.05%
767
+79
1 2
3
4 5