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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59.6K 0.03%
440
-1,450
102
$59.1K 0.03%
112
103
$57.9K 0.03%
222
104
$56.6K 0.03%
1,330
105
$56.4K 0.03%
423
106
$54.8K 0.03%
200
107
$53.3K 0.03%
+2,124
108
$52.8K 0.03%
628
109
$51.4K 0.03%
400
110
$51K 0.03%
+1,781
111
$50K 0.02%
224
112
$47.7K 0.02%
308
113
$47.5K 0.02%
191
114
$47.4K 0.02%
1,000
-600
115
$47K 0.02%
452
116
$46.1K 0.02%
2,116
117
$45.9K 0.02%
96
118
$45.7K 0.02%
154
119
$45.3K 0.02%
887
120
$44.9K 0.02%
5,294
121
$43.8K 0.02%
258
122
$43.5K 0.02%
226
+180
123
$43.3K 0.02%
798
124
$42.8K 0.02%
120
125
$42.7K 0.02%
500
-459
3 4
5
6 7