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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$684K
3
+$494K
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$473K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$244K

Top Sells

1
+$422K
2
+$334K
3
+$302K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$278K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$250K

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67K 0.03%
1,301
+2
77
$63K 0.03%
991
78
$63K 0.03%
568
79
$62K 0.03%
400
80
$60K 0.03%
308
81
$60K 0.03%
1,524
82
$59K 0.03%
605
+90
83
$59K 0.03%
3,200
84
$58K 0.03%
1,495
85
$57K 0.03%
960
86
$57K 0.03%
2,093
87
$57K 0.03%
525
-100
88
$56K 0.03%
412
89
$56K 0.03%
5,294
90
$53K 0.03%
200
91
$53K 0.03%
1,150
-250
92
$53K 0.03%
423
93
$51K 0.02%
200
94
$50K 0.02%
1,002
95
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96
$45K 0.02%
568
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97
$44K 0.02%
1,125
98
$44K 0.02%
1,500
-11,370
99
$44K 0.02%
167
100
$43K 0.02%
65
2 3
4
5 6