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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.8K 0.01%
450
177
$15.7K 0.01%
150
178
$15.4K 0.01%
105
179
$15.2K 0.01%
211
180
$15.2K 0.01%
200
181
$15.2K 0.01%
115
182
$15.2K 0.01%
138
183
$15K 0.01%
465
184
$14.4K 0.01%
158
185
$14.2K 0.01%
131
-15
186
$14.2K 0.01%
185
187
$14.1K 0.01%
1,233
188
$14.1K 0.01%
142
189
$13.7K 0.01%
396
190
$13.6K 0.01%
245
191
$13.6K 0.01%
36
192
$13.5K 0.01%
100
193
$13.1K 0.01%
500
194
$12.9K 0.01%
130
195
$12.8K 0.01%
150
196
$12.3K 0.01%
50
197
$12.1K 0.01%
+120
198
$12.1K 0.01%
585
199
$11.9K 0.01%
200
+20
200
$11.7K 0.01%
258
6 7
8
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