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
$157M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$330K
3
+$299K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$237K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$201K

Top Sells

1
+$2.41M
2
+$572K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$66.9K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$43.4K

Sector Composition

1 Communication Services 0.93%
2 Consumer Staples 0.85%
3 Materials 0.78%
4 Industrials 0.62%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
723
-85
102
$19K 0.01%
124
103
$19K 0.01%
250
104
$19K 0.01%
8,000
105
$17K 0.01%
710
106
$17K 0.01%
1,310
107
$16K 0.01%
100
108
$16K 0.01%
500
109
$16K 0.01%
475
110
$15K 0.01%
200
111
$15K 0.01%
200
112
$15K 0.01%
231
113
$15K 0.01%
118
-32
114
$15K 0.01%
200
115
$14K 0.01%
57
116
$14K 0.01%
245
117
$14K 0.01%
439
118
$13K 0.01%
200
119
$13K 0.01%
164
+1
120
$13K 0.01%
600
121
$13K 0.01%
406
122
$13K 0.01%
403
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123
$13K 0.01%
150
124
$13K 0.01%
381
125
$12K 0.01%
282
3 4
5
6 7