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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35K 0.02%
591
127
$33.5K 0.02%
76
-25
128
$33.3K 0.02%
813
129
$31.9K 0.02%
845
-25
130
$30.1K 0.02%
110
131
$29.8K 0.02%
65
132
$28.4K 0.02%
700
133
$27.7K 0.01%
400
-300
134
$27.5K 0.01%
2,503
+812
135
$27.3K 0.01%
391
-224
136
$27K 0.01%
1,800
-383
137
$26.4K 0.01%
299
138
$26.3K 0.01%
149
-1,688
139
$25.3K 0.01%
250
+100
140
$24.8K 0.01%
809
141
$24.2K 0.01%
1,945
-250
142
$24.2K 0.01%
+718
143
$22.5K 0.01%
196
144
$22.3K 0.01%
145
145
$22K 0.01%
155
146
$21.8K 0.01%
150
-20
147
$21.5K 0.01%
1,040
148
$21.2K 0.01%
200
149
$20.8K 0.01%
468
150
$20.7K 0.01%
76
4 5
6
7 8