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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.11%
8,550
-350
52
$209K 0.11%
7,360
+290
53
$202K 0.11%
672
54
$191K 0.1%
8,089
55
$186K 0.1%
932
+1
56
$180K 0.1%
661
57
$167K 0.09%
1,775
58
$165K 0.09%
1,057
-18
59
$137K 0.07%
980
60
$134K 0.07%
1,770
-500
61
$124K 0.07%
738
62
$124K 0.07%
302
63
$122K 0.06%
1,611
-40
64
$121K 0.06%
2,175
65
$117K 0.06%
550
-955
66
$116K 0.06%
+2,044
67
$115K 0.06%
3,538
-235
68
$113K 0.06%
1,648
69
$113K 0.06%
2,013
-25
70
$109K 0.06%
1,350
71
$109K 0.06%
855
-380
72
$108K 0.06%
468
73
$105K 0.06%
1,183
-39
74
$105K 0.06%
710
+595
75
$102K 0.05%
1,076
-50
1 2
3
4 5