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
$274M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$700K
3
+$653K
4
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
+$519K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$507K

Top Sells

1
+$1.44M
2
+$300K
3
+$237K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$226K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$201K

Sector Composition

1 Technology 1.55%
2 Consumer Staples 0.57%
3 Energy 0.45%
4 Utilities 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTJ icon
101
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$900M
$95.9K 0.04%
4,369
CVX icon
102
Chevron
CVX
$300B
$95.8K 0.04%
617
-21
GOOG icon
103
Alphabet (Google) Class C
GOOG
$3.82T
$95.5K 0.03%
392
-25
IBTI icon
104
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.26B
$94.4K 0.03%
4,218
WMT icon
105
Walmart
WMT
$888B
$94.3K 0.03%
915
IWR icon
106
iShares Russell Mid-Cap ETF
IWR
$45.6B
$92.5K 0.03%
958
GE icon
107
GE Aerospace
GE
$305B
$91.8K 0.03%
305
SLV icon
108
iShares Silver Trust
SLV
$28.7B
$89.7K 0.03%
2,116
VZ icon
109
Verizon
VZ
$171B
$89.2K 0.03%
2,029
-26
PPTA
110
Perpetua Resources
PPTA
$3B
$88.8K 0.03%
4,391
+2,271
IJH icon
111
iShares Core S&P Mid-Cap ETF
IJH
$101B
$88.8K 0.03%
1,361
ROK icon
112
Rockwell Automation
ROK
$43.7B
$86.7K 0.03%
248
NEM icon
113
Newmont
NEM
$96.9B
$83.5K 0.03%
990
XOP icon
114
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.79B
$80.9K 0.03%
612
GEV icon
115
GE Vernova
GEV
$163B
$79.3K 0.03%
129
+38
AMGN icon
116
Amgen
AMGN
$184B
$78.5K 0.03%
278
-30
PLD icon
117
Prologis
PLD
$120B
$77.1K 0.03%
673
INTC icon
118
Intel
INTC
$205B
$76.9K 0.03%
2,292
SLF icon
119
Sun Life Financial
SLF
$32.2B
$76.8K 0.03%
1,279
XLU icon
120
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
$75.4K 0.03%
865
-50
IDV icon
121
iShares International Select Dividend ETF
IDV
$6.41B
$73.1K 0.03%
2,000
LMT icon
122
Lockheed Martin
LMT
$102B
$71.9K 0.03%
144
LNKB icon
123
LINKBANCORP
LNKB
$288M
$70.4K 0.03%
9,876
PG icon
124
Procter & Gamble
PG
$336B
$69.9K 0.03%
455
AIVL icon
125
WisdomTree US AI Enhanced Value Fund
AIVL
$380M
$67.5K 0.02%
591
3 4
5
6 7