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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53.8K 0.02%
+602
127
$53.7K 0.02%
+695
128
$53.2K 0.02%
100
129
$53K 0.02%
533
-100
130
$51.1K 0.02%
5,794
131
$50.6K 0.02%
1,330
132
$49.9K 0.02%
541
+30
133
$49.4K 0.02%
1,033
+990
134
$49K 0.02%
500
135
$48.2K 0.02%
201
+51
136
$46.9K 0.02%
435
+53
137
$45.8K 0.02%
+341
138
$45.7K 0.02%
798
139
$44.7K 0.02%
423
140
$44.4K 0.02%
658
141
$43.5K 0.02%
150
142
$43K 0.02%
+742
143
$42.1K 0.02%
277
+19
144
$41K 0.02%
700
145
$40.9K 0.02%
712
146
$39.6K 0.02%
110
147
$39.5K 0.02%
223
148
$36.8K 0.02%
990
-500
149
$36.1K 0.02%
281
150
$35.9K 0.02%
1,792
4 5
6
7 8