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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$110K 0.05%
738
77
$106K 0.05%
1,108
78
$101K 0.05%
491
79
$101K 0.05%
5,464
+4,276
80
$95.9K 0.05%
2,545
-200
81
$90K 0.04%
1,792
+200
82
$89.6K 0.04%
259
83
$79.4K 0.04%
1,531
+2
84
$78.2K 0.04%
667
85
$77.4K 0.04%
+2,864
86
$77K 0.04%
248
87
$76.6K 0.04%
4,000
88
$75.4K 0.04%
2,615
89
$74.9K 0.04%
800
90
$72.8K 0.04%
1,117
91
$71.9K 0.04%
109
-20
92
$70K 0.03%
900
93
$67.5K 0.03%
2,410
94
$67.4K 0.03%
746
95
$67.3K 0.03%
617
-75
96
$63.4K 0.03%
167
97
$62.9K 0.03%
490
-60
98
$62.2K 0.03%
216
-10
99
$61.7K 0.03%
1,490
100
$61.6K 0.03%
412
2 3
4
5 6