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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50.5K 0.02%
826
+372
127
$50.4K 0.02%
+97
128
$50.2K 0.02%
300
129
$49.1K 0.02%
798
130
$49K 0.02%
500
131
$48.2K 0.02%
581
132
$47K 0.02%
100
133
$46.7K 0.02%
3,995
134
$45.7K 0.02%
150
135
$44.9K 0.02%
712
136
$44K 0.02%
382
+83
137
$43.9K 0.02%
258
138
$43K 0.02%
658
139
$43K 0.02%
87
+37
140
$42K 0.02%
1,792
141
$41.2K 0.02%
78
142
$39.7K 0.02%
110
143
$35.3K 0.02%
281
+109
144
$35.1K 0.02%
700
145
$34.1K 0.01%
200
146
$33.9K 0.01%
223
147
$32.9K 0.01%
65
148
$31.8K 0.01%
385
+91
149
$31.6K 0.01%
150
150
$30.4K 0.01%
288
4 5
6
7 8