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
$183M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$980K
3
+$800K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$372K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$345K

Top Sells

1
+$5.35M
2
+$4.2M
3
+$1.24M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.03M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.02M

Sector Composition

1 Technology 1.25%
2 Consumer Staples 1.15%
3 Communication Services 1.05%
4 Energy 0.48%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.02%
1,089
+1,014
102
$41K 0.02%
1,014
+9
103
$40K 0.02%
167
104
$40K 0.02%
200
105
$39K 0.02%
870
106
$39K 0.02%
400
107
$38K 0.02%
1,524
108
$38K 0.02%
699
109
$37K 0.02%
1,125
110
$37K 0.02%
8,000
111
$36K 0.02%
385
+1
112
$36K 0.02%
3,195
-2,050
113
$36K 0.02%
96
114
$36K 0.02%
1,663
115
$34K 0.02%
395
116
$33K 0.02%
120
117
$33K 0.02%
359
118
$31K 0.02%
124
119
$30K 0.02%
1,455
-11,185
120
$30K 0.02%
100
121
$28K 0.02%
255
122
$27K 0.01%
870
123
$27K 0.01%
158
124
$27K 0.01%
700
125
$27K 0.01%
368
-100
3 4
5
6 7