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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$55.1K 0.03%
167
102
$55.1K 0.03%
1,490
-715
103
$51.9K 0.03%
3,078
104
$50.4K 0.03%
5,294
105
$49.6K 0.03%
1,330
-1,379
106
$47.8K 0.03%
191
-105
107
$47.5K 0.03%
423
108
$45.2K 0.02%
628
-75
109
$44.9K 0.02%
224
-278
110
$43.7K 0.02%
258
111
$43K 0.02%
2,116
-3,937
112
$42.6K 0.02%
+222
113
$42.1K 0.02%
400
114
$42K 0.02%
120
115
$41.7K 0.02%
887
-1,970
116
$41.2K 0.02%
96
117
$40.6K 0.02%
154
-70
118
$39.6K 0.02%
300
-160
119
$39.3K 0.02%
452
120
$39K 0.02%
732
-120
121
$38.4K 0.02%
511
122
$37.8K 0.02%
308
123
$37.7K 0.02%
658
124
$37.6K 0.02%
798
-200
125
$37.2K 0.02%
981
-522
3 4
5
6 7