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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$684K
3
+$494K
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$473K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$244K

Top Sells

1
+$422K
2
+$334K
3
+$302K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$278K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$250K

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42K 0.02%
193
102
$41K 0.02%
658
103
$41K 0.02%
1,663
-200
104
$41K 0.02%
96
105
$41K 0.02%
511
106
$39K 0.02%
359
107
$37K 0.02%
870
108
$36K 0.02%
610
109
$36K 0.02%
665
110
$36K 0.02%
395
111
$35K 0.02%
135
112
$34K 0.02%
255
113
$34K 0.02%
+2,000
114
$32K 0.02%
8,000
115
$31K 0.01%
155
116
$30K 0.01%
699
117
$30K 0.01%
500
118
$30K 0.01%
100
119
$30K 0.01%
124
120
$30K 0.01%
543
121
$29K 0.01%
700
122
$28K 0.01%
2,000
123
$27K 0.01%
1,200
124
$27K 0.01%
100
-100
125
$26K 0.01%
667
3 4
5
6 7