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
151
$20.5K 0.01%
575
152
$20.4K 0.01%
136
-44
153
$20.2K 0.01%
1,188
154
$20K 0.01%
100
-200
155
$19.8K 0.01%
50
156
$19.7K 0.01%
1,524
157
$19.4K 0.01%
500
-476
158
$19K 0.01%
+100
159
$17.8K 0.01%
704
160
$17.5K 0.01%
406
161
$16.2K 0.01%
32
162
$16.2K 0.01%
590
-280
163
$15.9K 0.01%
251
164
$15.9K 0.01%
211
165
$15.8K 0.01%
808
166
$15.7K 0.01%
200
-195
167
$15.6K 0.01%
161
168
$15.5K 0.01%
102
169
$15.3K 0.01%
105
170
$15.2K 0.01%
161
171
$14.9K 0.01%
196
172
$14.8K 0.01%
79
-95
173
$14.3K 0.01%
450
174
$14K 0.01%
465
175
$13.8K 0.01%
115
5 6
7
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