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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.8K 0.01%
146
-213
177
$13.7K 0.01%
150
178
$13.5K 0.01%
81
179
$13.4K 0.01%
130
180
$13.4K 0.01%
138
-27
181
$13.4K 0.01%
142
-30
182
$13.1K 0.01%
245
183
$12.7K 0.01%
185
184
$12.7K 0.01%
500
185
$12.6K 0.01%
285
186
$12.5K 0.01%
1,233
187
$12.3K 0.01%
158
188
$12.3K 0.01%
258
189
$12.2K 0.01%
396
190
$12.1K 0.01%
36
191
$12K 0.01%
100
192
$11.9K 0.01%
+175
193
$11.8K 0.01%
150
-18
194
$11.7K 0.01%
180
-1,295
195
$11.6K 0.01%
100
196
$11.5K 0.01%
85
197
$11.2K 0.01%
208
198
$11K 0.01%
2,946
199
$10.9K 0.01%
585
200
$10.2K 0.01%
50
6 7
8
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