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
151
$30.2K 0.01%
+100
152
$29.9K 0.01%
620
+320
153
$29.7K 0.01%
76
154
$29.5K 0.01%
350
155
$29.2K 0.01%
241
156
$27.2K 0.01%
44
+12
157
$25.8K 0.01%
406
158
$23.7K 0.01%
1,077
-400
159
$23.6K 0.01%
150
160
$23.2K 0.01%
91
+72
161
$23.1K 0.01%
100
162
$22.9K 0.01%
251
163
$22.8K 0.01%
718
164
$21.2K 0.01%
102
165
$21.1K 0.01%
+716
166
$21K 0.01%
808
167
$20.9K 0.01%
155
168
$20K 0.01%
505
169
$19.9K 0.01%
214
170
$19.8K 0.01%
600
-900
171
$19.3K 0.01%
136
172
$18.8K 0.01%
+152
173
$18.3K 0.01%
450
174
$18.3K 0.01%
465
175
$18.2K 0.01%
369
5 6
7
8 9