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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$101K 0.05%
1,108
-60
77
$98.2K 0.05%
1,070
-26,410
78
$89K 0.05%
2,745
-80
79
$87.9K 0.05%
491
80
$87.1K 0.05%
+1,600
81
$78.2K 0.04%
259
82
$74.9K 0.04%
959
83
$74.6K 0.04%
1,529
+2
84
$72.9K 0.04%
129
85
$71.8K 0.04%
667
86
$71.5K 0.04%
1,117
87
$71.2K 0.04%
692
-100
88
$70.9K 0.04%
248
89
$69.5K 0.04%
2,615
-1,500
90
$69.3K 0.04%
4,000
+1,000
91
$66.4K 0.04%
800
92
$62.3K 0.03%
900
93
$61.2K 0.03%
2,410
94
$60.7K 0.03%
226
-515
95
$60.5K 0.03%
550
-375
96
$60.5K 0.03%
746
-116
97
$56.8K 0.03%
412
98
$56.7K 0.03%
200
99
$56.6K 0.03%
1,592
100
$56.6K 0.03%
112
2 3
4
5 6