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
$256M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.66%
3 Energy 0.45%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHM icon
126
Schwab US Mid-Cap ETF
SCHM
$13.1B
$59.6K 0.02%
2,124
DIS icon
127
Walt Disney
DIS
$199B
$58.9K 0.02%
475
+77
VEA icon
128
Vanguard FTSE Developed Markets ETF
VEA
$202B
$58.9K 0.02%
1,033
DNP icon
129
DNP Select Income Fund
DNP
$3.78B
$58.7K 0.02%
5,999
JPM icon
130
JPMorgan Chase
JPM
$842B
$58.3K 0.02%
201
NEM icon
131
Newmont
NEM
$125B
$57.7K 0.02%
990
FCX icon
132
Freeport-McMoran
FCX
$84.3B
$57.7K 0.02%
1,330
PNC icon
133
PNC Financial Services
PNC
$87.5B
$57.4K 0.02%
308
VV icon
134
Vanguard Large-Cap ETF
VV
$47.8B
$57.1K 0.02%
200
APD icon
135
Air Products & Chemicals
APD
$59.5B
$56.4K 0.02%
200
-16
AEP icon
136
American Electric Power
AEP
$64.1B
$56.1K 0.02%
541
AMP icon
137
Ameriprise Financial
AMP
$47.3B
$53.4K 0.02%
100
DUK icon
138
Duke Energy
DUK
$92.7B
$53.3K 0.02%
452
INTC icon
139
Intel
INTC
$224B
$51.3K 0.02%
2,292
BSV icon
140
Vanguard Short-Term Bond ETF
BSV
$42.4B
$51.3K 0.02%
652
MA icon
141
Mastercard
MA
$484B
$51.1K 0.02%
91
GIS icon
142
General Mills
GIS
$23.7B
$49.7K 0.02%
960
GEV icon
143
GE Vernova
GEV
$185B
$48.2K 0.02%
91
UTF icon
144
Cohen & Steers Infrastructure Fund
UTF
$2.44B
$48K 0.02%
1,780
VEU icon
145
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$47.9K 0.02%
712
BA icon
146
Boeing
BA
$194B
$46.7K 0.02%
223
NVDA icon
147
NVIDIA
NVDA
$4.53T
$46.4K 0.02%
294
QLTA icon
148
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.71B
$45.2K 0.02%
945
+100
USRT icon
149
iShares Core US REIT ETF
USRT
$3.41B
$45.1K 0.02%
798
EWJ icon
150
iShares MSCI Japan ETF
EWJ
$16.8B
$44.8K 0.02%
598
-50