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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22.2K 0.01%
181
+26
177
$21.7K 0.01%
2,190
+545
178
$21.5K 0.01%
406
179
$21.2K 0.01%
187
+49
180
$20.5K 0.01%
718
181
$20.3K 0.01%
+1,040
182
$20.2K 0.01%
+632
183
$19.6K 0.01%
46
+10
184
$19.4K 0.01%
808
185
$19.3K 0.01%
214
186
$19.2K 0.01%
465
187
$19.1K 0.01%
451
-1,050
188
$19K 0.01%
600
189
$19K 0.01%
150
190
$18.8K 0.01%
600
191
$18.4K 0.01%
300
192
$18.3K 0.01%
58
193
$18.2K 0.01%
450
194
$18.1K 0.01%
829
+529
195
$18K 0.01%
136
196
$17.9K 0.01%
468
197
$17.9K 0.01%
369
198
$17.7K 0.01%
210
-100
199
$16.9K 0.01%
95
+25
200
$16.8K 0.01%
161
6 7
8
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