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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$684K
3
+$494K
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$473K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$244K

Top Sells

1
+$422K
2
+$334K
3
+$302K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$278K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$250K

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.01%
230
127
$26K 0.01%
400
128
$25K 0.01%
216
129
$25K 0.01%
215
-150
130
$24K 0.01%
187
131
$24K 0.01%
+1,000
132
$24K 0.01%
282
+1
133
$24K 0.01%
75
134
$22K 0.01%
1,271
135
$22K 0.01%
500
136
$22K 0.01%
634
137
$21K 0.01%
100
138
$21K 0.01%
160
139
$21K 0.01%
160
140
$21K 0.01%
1,048
141
$20K 0.01%
172
-135
142
$20K 0.01%
550
143
$20K 0.01%
134
144
$20K 0.01%
100
145
$19K 0.01%
365
146
$19K 0.01%
161
147
$19K 0.01%
+1,233
148
$19K 0.01%
381
149
$17K 0.01%
250
150
$17K 0.01%
150
4 5
6
7 8