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
$157M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$330K
3
+$299K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$237K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$201K

Top Sells

1
+$2.41M
2
+$572K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$66.9K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$43.4K

Sector Composition

1 Communication Services 0.93%
2 Consumer Staples 0.85%
3 Materials 0.78%
4 Industrials 0.62%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
168
+22
127
$11K 0.01%
250
128
$11K 0.01%
400
129
$11K 0.01%
775
130
$11K 0.01%
120
131
$11K 0.01%
165
132
$10K 0.01%
1,200
133
$10K 0.01%
125
134
$10K 0.01%
300
135
$9K 0.01%
126
136
$9K 0.01%
87
+1
137
$9K 0.01%
160
138
$9K 0.01%
50
139
$9K 0.01%
165
140
$8K 0.01%
138
141
$8K 0.01%
65
+55
142
$7K ﹤0.01%
150
143
$7K ﹤0.01%
280
144
$7K ﹤0.01%
200
145
$7K ﹤0.01%
135
146
$7K ﹤0.01%
110
147
$7K ﹤0.01%
150
148
$7K ﹤0.01%
660
149
$6K ﹤0.01%
54
150
$6K ﹤0.01%
27
4 5
6
7 8