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
$183M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$980K
3
+$800K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$372K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$345K

Top Sells

1
+$5.35M
2
+$4.2M
3
+$1.24M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.03M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.02M

Sector Composition

1 Technology 1.25%
2 Consumer Staples 1.15%
3 Communication Services 1.05%
4 Energy 0.48%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.01%
134
127
$26K 0.01%
216
128
$25K 0.01%
100
129
$25K 0.01%
1,588
130
$24K 0.01%
1,000
131
$23K 0.01%
215
132
$23K 0.01%
200
+100
133
$23K 0.01%
163
134
$22K 0.01%
778
135
$21K 0.01%
1,200
136
$21K 0.01%
400
137
$21K 0.01%
809
138
$20K 0.01%
1,300
+650
139
$20K 0.01%
1,040
-126
140
$18K 0.01%
468
141
$18K 0.01%
1,000
142
$18K 0.01%
187
143
$17K 0.01%
172
144
$17K 0.01%
300
+50
145
$17K 0.01%
161
146
$17K 0.01%
160
147
$17K 0.01%
160
148
$17K 0.01%
500
149
$17K 0.01%
300
-80
150
$16K 0.01%
175
4 5
6
7 8