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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$71.9K 0.03%
633
+101
102
$71.8K 0.03%
81
103
$70.4K 0.03%
400
104
$70K 0.03%
371
+291
105
$69.5K 0.03%
400
-52
106
$66.6K 0.03%
248
107
$66.4K 0.03%
1,330
108
$65.7K 0.03%
204
109
$65.2K 0.03%
1,501
-859
110
$62.9K 0.03%
108
111
$62K 0.03%
224
112
$60.7K 0.03%
1,781
113
$60.1K 0.03%
2,116
114
$59.5K 0.03%
200
115
$58.8K 0.03%
2,124
116
$58.2K 0.03%
5,794
+500
117
$56.9K 0.02%
308
118
$56.8K 0.02%
1,188
119
$55.4K 0.02%
576
-70
120
$53.9K 0.02%
206
121
$53.4K 0.02%
423
122
$52.9K 0.02%
600
123
$52.7K 0.02%
200
-100
124
$52.4K 0.02%
511
125
$51.9K 0.02%
90
3 4
5
6 7