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
$256M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$902K
3
+$878K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$743K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$687K

Top Sells

1
+$1.34M
2
+$908K
3
+$117K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$81K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$46.3K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.66%
3 Energy 0.45%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
101
Walmart
WMT
$859B
$89.4K 0.03%
915
VZ icon
102
Verizon
VZ
$171B
$88.9K 0.03%
2,055
IWR icon
103
iShares Russell Mid-Cap ETF
IWR
$44.3B
$88.1K 0.03%
958
-500
IBTL icon
104
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$436M
$87.1K 0.03%
4,250
AMGN icon
105
Amgen
AMGN
$161B
$86K 0.03%
308
-30
SLF icon
106
Sun Life Financial
SLF
$33.9B
$85K 0.03%
1,279
-263
IJH icon
107
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$84.4K 0.03%
1,361
GRMN icon
108
Garmin
GRMN
$47.9B
$83.5K 0.03%
400
ROK icon
109
Rockwell Automation
ROK
$39.1B
$82.4K 0.03%
248
GE icon
110
GE Aerospace
GE
$318B
$78.5K 0.03%
305
XOP icon
111
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.76B
$77K 0.03%
612
-644
XLU icon
112
Utilities Select Sector SPDR Fund
XLU
$22.5B
$74.7K 0.03%
915
GOOG icon
113
Alphabet (Google) Class C
GOOG
$3.07T
$74K 0.03%
417
PG icon
114
Procter & Gamble
PG
$354B
$72.5K 0.03%
455
LNKB icon
115
LINKBANCORP
LNKB
$260M
$72.2K 0.03%
9,876
PLD icon
116
Prologis
PLD
$115B
$70.7K 0.03%
673
SLV icon
117
iShares Silver Trust
SLV
$25.3B
$69.4K 0.03%
2,116
IDV icon
118
iShares International Select Dividend ETF
IDV
$5.92B
$69K 0.03%
2,000
ANGL icon
119
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$67.9K 0.03%
2,320
AIVL icon
120
WisdomTree US AI Enhanced Value Fund
AIVL
$388M
$66.8K 0.03%
591
-50
LMT icon
121
Lockheed Martin
LMT
$116B
$66.7K 0.03%
144
COST icon
122
Costco
COST
$415B
$63.4K 0.02%
64
DUHP icon
123
Dimensional US High Profitability ETF
DUHP
$9.64B
$63.3K 0.02%
1,781
TXN icon
124
Texas Instruments
TXN
$161B
$62.3K 0.02%
300
ILF icon
125
iShares Latin America 40 ETF
ILF
$1.86B
$61.4K 0.02%
2,341
+1,761
3 4
5
6 7