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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.11%
8,000
-550
52
$205K 0.1%
661
53
$182K 0.09%
9,666
+6,588
54
$174K 0.09%
932
55
$163K 0.08%
1,788
-1,712
56
$160K 0.08%
980
57
$160K 0.08%
1,806
+195
58
$157K 0.08%
+19,752
59
$154K 0.08%
1,809
+39
60
$137K 0.07%
302
61
$134K 0.07%
1,275
-500
62
$130K 0.06%
550
63
$130K 0.06%
855
64
$129K 0.06%
2,175
65
$125K 0.06%
2,044
66
$124K 0.06%
1,648
67
$119K 0.06%
458
-10
68
$119K 0.06%
2,013
69
$119K 0.06%
3,538
70
$117K 0.06%
746
-311
71
$114K 0.06%
2,365
-14,213
72
$113K 0.06%
1,183
73
$113K 0.06%
825
+115
74
$112K 0.06%
1,076
75
$111K 0.05%
1,350
1 2
3
4 5