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
$256M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$902K
3
+$878K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$743K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$687K

Top Sells

1
+$1.34M
2
+$908K
3
+$117K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$81K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$46.3K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.66%
3 Energy 0.45%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMH icon
76
VanEck Semiconductor ETF
SMH
$34.9B
$135K 0.05%
484
+13
HELO icon
77
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.46B
$131K 0.05%
2,095
EEM icon
78
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$127K 0.05%
2,640
IVOL icon
79
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$445M
$127K 0.05%
6,500
-200
LYV icon
80
Live Nation Entertainment
LYV
$36B
$121K 0.05%
800
BR icon
81
Broadridge
BR
$26.7B
$119K 0.05%
491
PRU icon
82
Prudential Financial
PRU
$35.4B
$119K 0.05%
1,103
IJR icon
83
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$113K 0.04%
1,036
PSK icon
84
SPDR ICE Preferred Securities ETF
PSK
$821M
$112K 0.04%
3,538
SCHX icon
85
Schwab US Large- Cap ETF
SCHX
$60.7B
$107K 0.04%
4,373
-1,015
SBUX icon
86
Starbucks
SBUX
$97B
$104K 0.04%
1,140
SPYG icon
87
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$103K 0.04%
1,078
HD icon
88
Home Depot
HD
$390B
$101K 0.04%
276
ACWX icon
89
iShares MSCI ACWI ex US ETF
ACWX
$6.96B
$99.8K 0.04%
1,638
IBTK icon
90
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$538M
$98K 0.04%
4,937
-1,196
IWM icon
91
iShares Russell 2000 ETF
IWM
$69.9B
$96.8K 0.04%
449
IBTJ icon
92
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$755M
$95.8K 0.04%
4,369
-1,078
IBTI icon
93
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
$94.3K 0.04%
4,218
-1,127
CWI icon
94
SPDR MSCI ACWI ex-US ETF
CWI
$2.17B
$93.5K 0.04%
2,864
TSLA icon
95
Tesla
TSLA
$1.46T
$92.4K 0.04%
291
CVX icon
96
Chevron
CVX
$308B
$91.4K 0.04%
638
TSM icon
97
TSMC
TSM
$1.53T
$90.6K 0.04%
400
CEF icon
98
Sprott Physical Gold and Silver Trust
CEF
$7.67B
$90.3K 0.04%
3,000
JNJ icon
99
Johnson & Johnson
JNJ
$465B
$90.1K 0.04%
590
-124
ENB icon
100
Enbridge
ENB
$103B
$89.8K 0.04%
1,982
-141
2 3
4
5 6