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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42.3K 0.02%
300
127
$41.5K 0.02%
511
128
$40.7K 0.02%
658
129
$40.7K 0.02%
625
+34
130
$39.4K 0.02%
981
131
$38.5K 0.02%
732
132
$35.6K 0.02%
76
133
$34.7K 0.02%
380
-690
134
$34.3K 0.02%
813
135
$33.5K 0.02%
65
136
$32.9K 0.02%
110
137
$32.6K 0.02%
+240
138
$31.1K 0.02%
393
+2
139
$30.3K 0.02%
700
140
$30.2K 0.02%
400
141
$29K 0.01%
299
142
$28.6K 0.01%
809
143
$28.5K 0.01%
250
144
$27.7K 0.01%
771
-74
145
$27.4K 0.01%
2,503
146
$25.5K 0.01%
150
147
$24.8K 0.01%
136
148
$24.5K 0.01%
1,460
-340
149
$24.5K 0.01%
196
150
$23.7K 0.01%
+900
4 5
6
7 8