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LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$588K
3
+$373K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$296K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$237K

Top Sells

1
+$5.04M
2
+$1.21M
3
+$984K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$490K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$398K

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K 0.01%
465
177
$13K 0.01%
90
178
$13K 0.01%
300
179
$13K 0.01%
+97
180
$13K 0.01%
250
181
$13K 0.01%
161
182
$13K 0.01%
158
183
$13K 0.01%
+2,946
184
$12K 0.01%
200
185
$12K 0.01%
450
186
$12K 0.01%
76
187
$12K 0.01%
117
188
$12K 0.01%
200
189
$12K 0.01%
245
190
$12K 0.01%
150
191
$12K 0.01%
170
192
$11K 0.01%
+220
193
$11K 0.01%
85
194
$11K 0.01%
285
195
$10K 0.01%
29
196
$10K 0.01%
36
197
$10K 0.01%
310
198
$10K 0.01%
225
199
$10K 0.01%
50
200
$9K 0.01%
100
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