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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$80K 0.03%
2,864
102
$79.4K 0.03%
417
+117
103
$79K 0.03%
400
104
$73.9K 0.03%
9,876
-4,938
105
$72.2K 0.03%
2,520
+1,804
106
$71.3K 0.03%
3,000
107
$71.2K 0.03%
1,117
108
$70.9K 0.03%
248
109
$70.8K 0.03%
935
-175
110
$68.3K 0.03%
641
-222
111
$67.6K 0.03%
134
+26
112
$64.7K 0.03%
224
113
$63.8K 0.03%
220
+20
114
$61.9K 0.03%
371
115
$60.6K 0.03%
460
+360
116
$60.2K 0.03%
1,781
117
$59.4K 0.03%
308
118
$58.9K 0.03%
2,124
119
$58.1K 0.02%
522
-54
120
$58.1K 0.02%
223
+19
121
$56.9K 0.02%
108
+21
122
$55.7K 0.02%
2,116
123
$55K 0.02%
+190
124
$54.8K 0.02%
2,000
-410
125
$53.9K 0.02%
200
3 4
5
6 7