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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18.2K 0.01%
105
177
$18K 0.01%
161
178
$17.6K 0.01%
150
179
$17.5K 0.01%
600
180
$17.4K 0.01%
1,645
181
$17.3K 0.01%
58
182
$16.9K 0.01%
200
-40
183
$16.6K 0.01%
+468
184
$16.4K 0.01%
261
-36
185
$16.2K 0.01%
1,524
186
$16.1K 0.01%
158
187
$15.7K 0.01%
138
188
$15.7K 0.01%
500
189
$15.6K 0.01%
270
190
$15.4K 0.01%
245
191
$15.3K 0.01%
1,233
192
$15.2K 0.01%
36
193
$15.1K 0.01%
200
194
$15.1K 0.01%
300
195
$15K 0.01%
+60
196
$14.4K 0.01%
142
197
$13.9K 0.01%
172
198
$13.8K 0.01%
+70
199
$13.7K 0.01%
396
200
$13.6K 0.01%
80
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