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
$157M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$330K
3
+$299K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$237K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$201K

Top Sells

1
+$2.41M
2
+$572K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$66.9K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$43.4K

Sector Composition

1 Communication Services 0.93%
2 Consumer Staples 0.85%
3 Materials 0.78%
4 Industrials 0.62%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31K 0.02%
331
77
$30K 0.02%
658
78
$29K 0.02%
640
+200
79
$29K 0.02%
350
80
$28K 0.02%
1,583
+40
81
$28K 0.02%
208
82
$28K 0.02%
200
83
$28K 0.02%
1,113
+15
84
$28K 0.02%
950
+350
85
$26K 0.02%
1,065
-300
86
$25K 0.02%
470
87
$24K 0.02%
2,670
88
$24K 0.02%
155
89
$23K 0.01%
180
90
$22K 0.01%
460
91
$22K 0.01%
2,000
92
$22K 0.01%
480
93
$22K 0.01%
480
94
$22K 0.01%
395
95
$21K 0.01%
167
96
$21K 0.01%
1,400
97
$21K 0.01%
511
98
$21K 0.01%
300
99
$19K 0.01%
+125
100
$19K 0.01%
233
2 3
4
5 6