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
$183M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$980K
3
+$800K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$372K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$345K

Top Sells

1
+$5.35M
2
+$4.2M
3
+$1.24M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.03M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.02M

Sector Composition

1 Technology 1.25%
2 Consumer Staples 1.15%
3 Communication Services 1.05%
4 Energy 0.48%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69K 0.04%
309
77
$68K 0.04%
725
+450
78
$66K 0.04%
625
-235
79
$66K 0.04%
4,700
-2,500
80
$66K 0.04%
3,170
-1,027
81
$60K 0.03%
1,503
+501
82
$60K 0.03%
1,306
+2
83
$58K 0.03%
616
84
$58K 0.03%
362
+50
85
$57K 0.03%
5,294
86
$54K 0.03%
222
87
$54K 0.03%
412
88
$53K 0.03%
998
+388
89
$52K 0.03%
991
90
$50K 0.03%
3,000
91
$50K 0.03%
423
92
$49K 0.03%
511
93
$49K 0.03%
308
94
$49K 0.03%
248
95
$48K 0.03%
200
96
$47K 0.03%
1,150
97
$47K 0.03%
658
98
$46K 0.03%
1,616
-200
99
$43K 0.02%
568
100
$41K 0.02%
1,500
-11,160
2 3
4
5 6