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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.05%
259
77
$98.9K 0.04%
611
-35
78
$96.1K 0.04%
863
79
$95K 0.04%
14,814
80
$93.7K 0.04%
1,638
81
$92.1K 0.04%
2,051
-26
82
$91K 0.04%
618
83
$90.1K 0.04%
667
84
$89.7K 0.04%
1,110
-625
85
$89.3K 0.04%
816
86
$89.2K 0.04%
1,538
+3
87
$87.9K 0.04%
4,276
88
$87.7K 0.04%
1,785
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89
$87.2K 0.04%
2,864
90
$84.6K 0.04%
1,018
-17
91
$83.8K 0.04%
182
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92
$82.9K 0.04%
1,331
93
$82.5K 0.04%
1,117
94
$79.6K 0.03%
1,490
95
$76.3K 0.03%
831
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96
$75.1K 0.03%
1,399
-449
97
$73.5K 0.03%
3,000
-1,000
98
$72.9K 0.03%
2,410
99
$72.4K 0.03%
897
+165
100
$71.9K 0.03%
412
2 3
4
5 6