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
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
$48B
$44.8K 0.02%
658
MCD icon
152
McDonald's
MCD
$220B
$43.8K 0.02%
150
ORCL icon
153
Oracle
ORCL
$830B
$43.7K 0.02%
200
GS icon
154
Goldman Sachs
GS
$232B
$43.2K 0.02%
61
-3
VGIT icon
155
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$42.3K 0.02%
708
-34
ITOT icon
156
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$37.9K 0.01%
281
PEP icon
157
PepsiCo
PEP
$210B
$36.6K 0.01%
277
NFLX icon
158
Netflix
NFLX
$510B
$36.2K 0.01%
27
NOC icon
159
Northrop Grumman
NOC
$85.1B
$35.5K 0.01%
71
AMT icon
160
American Tower
AMT
$89.6B
$35.1K 0.01%
159
KRE icon
161
SPDR S&P Regional Banking ETF
KRE
$3.83B
$34.5K 0.01%
581
-163
KRP icon
162
Kimbell Royalty Partners
KRP
$1.2B
$34.3K 0.01%
2,459
SCHA icon
163
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$33.9K 0.01%
1,339
EWW icon
164
iShares MSCI Mexico ETF
EWW
$1.99B
$32K 0.01%
529
+20
SYK icon
165
Stryker
SYK
$143B
$31.6K 0.01%
80
-30
XAR icon
166
SPDR S&P Aerospace & Defense ETF
XAR
$4.78B
$31.6K 0.01%
150
RWL icon
167
Invesco S&P 500 Revenue ETF
RWL
$6.93B
$31.3K 0.01%
300
XLI icon
168
Industrial Select Sector SPDR Fund
XLI
$23.4B
$31.3K 0.01%
212
-48
TRP icon
169
TC Energy
TRP
$53.5B
$31.3K 0.01%
641
ESGD icon
170
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$31.2K 0.01%
350
UNH icon
171
UnitedHealth
UNH
$323B
$31.1K 0.01%
100
+2
VTIP icon
172
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$31.1K 0.01%
619
MET icon
173
MetLife
MET
$52.2B
$31K 0.01%
385
SNPS icon
174
Synopsys
SNPS
$83.1B
$30.8K 0.01%
60
-5
OIH icon
175
VanEck Oil Services ETF
OIH
$918M
$30.6K 0.01%
+133
5 6
7
8 9