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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$182K 0.08%
1,875
+35
52
$179K 0.08%
934
53
$175K 0.08%
940
+25
54
$174K 0.07%
2,369
+874
55
$170K 0.07%
780
-80
56
$165K 0.07%
429
57
$163K 0.07%
8,450
+250
58
$153K 0.07%
542
59
$151K 0.07%
1,388
-200
60
$145K 0.06%
2,175
61
$145K 0.06%
2,013
62
$142K 0.06%
1,077
63
$139K 0.06%
3,198
-60
64
$139K 0.06%
1,448
-200
65
$136K 0.06%
1,075
66
$128K 0.06%
466
+8
67
$126K 0.05%
3,538
68
$122K 0.05%
5,388
69
$121K 0.05%
1,036
70
$118K 0.05%
976
71
$117K 0.05%
2,561
72
$108K 0.05%
1,225
73
$108K 0.05%
1,108
-45
74
$106K 0.05%
182
-5
75
$106K 0.05%
491
1 2
3
4 5