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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$541K
3
+$373K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$217K

Top Sells

1
+$4.85M
2
+$1.09M
3
+$871K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$445K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$336K

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30K 0.02%
591
-400
127
$30K 0.02%
2,695
-500
128
$29K 0.02%
1,524
129
$29K 0.02%
124
130
$28K 0.02%
+350
131
$28K 0.02%
299
+166
132
$27K 0.02%
850
-275
133
$26K 0.02%
870
134
$26K 0.02%
158
135
$26K 0.02%
52
+32
136
$25K 0.01%
368
137
$24K 0.01%
100
138
$24K 0.01%
700
139
$24K 0.01%
216
140
$22K 0.01%
+75
141
$22K 0.01%
174
+124
142
$22K 0.01%
1,588
143
$21K 0.01%
215
144
$21K 0.01%
1,200
145
$21K 0.01%
200
146
$20K 0.01%
1,300
147
$20K 0.01%
1,040
148
$20K 0.01%
778
149
$20K 0.01%
809
150
$19K 0.01%
+145
4 5
6
7 8