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
151
$35.8K 0.02%
765
-1,020
152
$34.6K 0.01%
+1,339
153
$33.4K 0.01%
92
+16
154
$33.3K 0.01%
200
155
$33.3K 0.01%
71
-7
156
$33.2K 0.01%
101
+10
157
$32.7K 0.01%
699
-700
158
$31.5K 0.01%
65
159
$31.5K 0.01%
385
160
$31.2K 0.01%
+997
161
$30.4K 0.01%
288
162
$29.7K 0.01%
+751
163
$27.9K 0.01%
241
164
$26.6K 0.01%
350
165
$26K 0.01%
155
+50
166
$25.2K 0.01%
251
167
$24.9K 0.01%
+413
168
$24.9K 0.01%
150
169
$24.7K 0.01%
100
170
$24.6K 0.01%
122
+20
171
$24.3K 0.01%
368
+283
172
$24.1K 0.01%
27
+10
173
$23.4K 0.01%
+204
174
$22.9K 0.01%
44
175
$22.5K 0.01%
513
+8
5 6
7
8 9