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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$541K
3
+$373K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$217K

Top Sells

1
+$4.85M
2
+$1.09M
3
+$871K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$445K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$336K

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78K 0.05%
2,230
77
$76K 0.04%
2,000
+200
78
$76K 0.04%
562
+200
79
$74K 0.04%
590
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80
$72K 0.04%
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81
$71K 0.04%
491
82
$70K 0.04%
3,100
-150
83
$64K 0.04%
475
84
$61K 0.04%
+800
85
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611
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86
$57K 0.03%
4,700
87
$56K 0.03%
1,000
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88
$55K 0.03%
5,294
89
$53K 0.03%
248
90
$52K 0.03%
1,308
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91
$52K 0.03%
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92
$51K 0.03%
412
93
$50K 0.03%
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94
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95
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96
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97
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98
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99
$47K 0.03%
200
100
$46K 0.03%
308
2 3
4
5 6