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

Top Buys

1
+$1.3M
2
+$902K
3
+$878K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$743K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$687K

Top Sells

1
+$1.34M
2
+$908K
3
+$117K
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$81K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$46.3K

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
XEL icon
151
Xcel Energy
XEL
$44.6B
$44.8K 0.02%
658
MCD icon
152
McDonald's
MCD
$220B
$43.8K 0.02%
150
ORCL icon
153
Oracle
ORCL
$545B
$43.7K 0.02%
200
GS icon
154
Goldman Sachs
GS
$293B
$43.2K 0.02%
61
-3
VGIT icon
155
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
$42.3K 0.02%
708
-34
ITOT icon
156
iShares Core S&P Total US Stock Market ETF
ITOT
$81.8B
$37.9K 0.01%
281
PEP icon
157
PepsiCo
PEP
$200B
$36.6K 0.01%
277
NFLX icon
158
Netflix
NFLX
$373B
$36.2K 0.01%
270
NOC icon
159
Northrop Grumman
NOC
$93.4B
$35.5K 0.01%
71
AMT icon
160
American Tower
AMT
$85B
$35.1K 0.01%
159
KRE icon
161
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$34.5K 0.01%
581
-163
KRP icon
162
Kimbell Royalty Partners
KRP
$1.16B
$34.3K 0.01%
2,459
SCHA icon
163
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$33.9K 0.01%
1,339
EWW icon
164
iShares MSCI Mexico ETF
EWW
$2.04B
$32K 0.01%
529
+20
SYK icon
165
Stryker
SYK
$139B
$31.6K 0.01%
80
-30
XAR icon
166
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.81B
$31.6K 0.01%
150
RWL icon
167
Invesco S&P 500 Revenue ETF
RWL
$7.56B
$31.3K 0.01%
300
TRP icon
168
TC Energy
TRP
$56.6B
$31.3K 0.01%
641
XLI icon
169
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$31.3K 0.01%
212
-48
ESGD icon
170
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$31.2K 0.01%
350
UNH icon
171
UnitedHealth
UNH
$307B
$31.1K 0.01%
100
+2
VTIP icon
172
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$31.1K 0.01%
619
MET icon
173
MetLife
MET
$51.3B
$31K 0.01%
385
SNPS icon
174
Synopsys
SNPS
$97.2B
$30.8K 0.01%
60
-5
OIH icon
175
VanEck Oil Services ETF
OIH
$1.75B
$30.6K 0.01%
+133
5 6
7
8 9