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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$119K 0.05%
6,700
-1,750
77
$117K 0.05%
2,745
-453
78
$117K 0.05%
3,538
79
$111K 0.05%
2,663
+102
80
$111K 0.05%
491
81
$111K 0.05%
4,870
+3,793
82
$107K 0.05%
276
+17
83
$107K 0.05%
1,101
+959
84
$104K 0.04%
1,140
+32
85
$104K 0.04%
800
-16
86
$101K 0.04%
456
+431
87
$98.8K 0.04%
1,124
+543
88
$98K 0.04%
1,225
89
$93.1K 0.04%
1,501
+675
90
$92.4K 0.04%
638
+20
91
$92K 0.04%
1,018
+121
92
$91.4K 0.04%
1,540
+2
93
$88.6K 0.04%
613
+2
94
$87.6K 0.04%
667
95
$85.4K 0.04%
1,638
96
$84.8K 0.04%
1,361
+30
97
$82.5K 0.04%
400
98
$82K 0.04%
2,051
99
$81.2K 0.03%
167
-15
100
$80.6K 0.03%
88
+7
2 3
4
5 6