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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$541K
3
+$373K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$217K

Top Sells

1
+$4.85M
2
+$1.09M
3
+$871K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$445K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$336K

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46K 0.03%
1,616
102
$44K 0.03%
511
103
$43K 0.03%
423
104
$42K 0.02%
658
105
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167
106
$41K 0.02%
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107
$36K 0.02%
8,000
108
$36K 0.02%
76
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109
$36K 0.02%
1,500
110
$35K 0.02%
428
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111
$34K 0.02%
96
112
$33K 0.02%
870
113
$32K 0.02%
813
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114
$32K 0.02%
395
115
$32K 0.02%
400
116
$32K 0.02%
115
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117
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120
118
$31K 0.02%
+452
119
$31K 0.02%
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120
$31K 0.02%
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121
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122
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255
123
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+175
124
$30K 0.02%
702
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125
$30K 0.02%
150
-50
3 4
5
6 7