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
151
$23.7K 0.01%
1,945
152
$22.5K 0.01%
1,524
153
$22.5K 0.01%
76
154
$22.2K 0.01%
718
155
$22K 0.01%
285
156
$21.3K 0.01%
50
157
$21.1K 0.01%
200
158
$20.5K 0.01%
468
159
$20.5K 0.01%
575
160
$20.1K 0.01%
155
161
$19.6K 0.01%
406
162
$18.9K 0.01%
800
-240
163
$18.4K 0.01%
704
164
$18.3K 0.01%
102
165
$18.1K 0.01%
172
+11
166
$17.9K 0.01%
+214
167
$17.7K 0.01%
500
168
$17.6K 0.01%
251
169
$17.5K 0.01%
+369
170
$17.2K 0.01%
808
171
$17K 0.01%
79
172
$17K 0.01%
505
-85
173
$17K 0.01%
32
174
$16.7K 0.01%
161
175
$15.9K 0.01%
196
5 6
7
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