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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.09%
980
52
$208K 0.09%
6,550
-1,200
53
$203K 0.09%
702
+160
54
$198K 0.08%
1,421
55
$194K 0.08%
2,856
+487
56
$185K 0.08%
314
+224
57
$184K 0.08%
405
+223
58
$176K 0.08%
429
59
$173K 0.07%
2,044
60
$165K 0.07%
780
61
$158K 0.07%
935
+1
62
$153K 0.07%
1,388
63
$148K 0.06%
1,117
+40
64
$147K 0.06%
1,448
65
$144K 0.06%
1,634
+1,034
66
$138K 0.06%
1,075
67
$134K 0.06%
789
+377
68
$133K 0.06%
2,175
69
$131K 0.06%
1,103
+127
70
$128K 0.05%
406
-60
71
$127K 0.05%
2,892
+1,704
72
$127K 0.05%
315
+109
73
$125K 0.05%
2,013
74
$125K 0.05%
5,388
75
$119K 0.05%
1,036
1 2
3
4 5