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
$274M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$700K
3
+$653K
4
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
+$519K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$507K

Top Sells

1
+$1.44M
2
+$300K
3
+$237K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$226K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$201K

Sector Composition

1 Technology 1.55%
2 Consumer Staples 0.57%
3 Energy 0.45%
4 Utilities 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
176
American Tower
AMT
$85.9B
$30.6K 0.01%
159
FLEX icon
177
Flex
FLEX
$24B
$29.7K 0.01%
513
AVGO icon
178
Broadcom
AVGO
$1.67T
$29.7K 0.01%
90
+40
SNPS icon
179
Synopsys
SNPS
$98.8B
$29.6K 0.01%
60
SYK icon
180
Stryker
SYK
$139B
$29.6K 0.01%
80
IBTH icon
181
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.98B
$29.3K 0.01%
1,300
VSS icon
182
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.6B
$29.1K 0.01%
204
VTEB icon
183
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$28.6K 0.01%
+571
CSCO icon
184
Cisco
CSCO
$297B
$27.9K 0.01%
408
+200
IBTG icon
185
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.37B
$27.5K 0.01%
1,200
IXUS icon
186
iShares Core MSCI Total International Stock ETF
IXUS
$54B
$27.4K 0.01%
332
NAD icon
187
Nuveen Quality Municipal Income Fund
NAD
$2.82B
$25.4K 0.01%
2,174
PSTG icon
188
Pure Storage
PSTG
$24.1B
$25.1K 0.01%
300
ABT icon
189
Abbott
ABT
$212B
$25K 0.01%
187
EBND icon
190
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.23B
$24K 0.01%
1,124
+84
GOOGL icon
191
Alphabet (Google) Class A
GOOGL
$3.98T
$23.1K 0.01%
95
WM icon
192
Waste Management
WM
$89.1B
$22.5K 0.01%
102
-20
IWP icon
193
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$22.5K 0.01%
158
+8
MAIN icon
194
Main Street Capital
MAIN
$5.73B
$22.3K 0.01%
350
RPG icon
195
Invesco S&P 500 Pure Growth ETF
RPG
$1.64B
$22.2K 0.01%
465
RWL icon
196
Invesco S&P 500 Revenue ETF
RWL
$7.56B
$22.1K 0.01%
200
-100
NEE icon
197
NextEra Energy
NEE
$174B
$22.1K 0.01%
293
HMC icon
198
Honda
HMC
$40B
$22.1K 0.01%
718
IVOO icon
199
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.18B
$22.1K 0.01%
200
HLT icon
200
Hilton Worldwide
HLT
$69.9B
$22.1K 0.01%
85
6 7
8
9 10