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
$256M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$902K
3
+$878K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$743K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$687K

Top Sells

1
+$1.34M
2
+$908K
3
+$117K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$81K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$46.3K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.66%
3 Energy 0.45%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VAL icon
176
Valaris
VAL
$3.44B
$30.5K 0.01%
725
CAT icon
177
Caterpillar
CAT
$247B
$29.5K 0.01%
76
IBTH icon
178
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$29.2K 0.01%
1,300
WM icon
179
Waste Management
WM
$86.8B
$27.9K 0.01%
122
IBTG icon
180
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$27.5K 0.01%
1,200
VSS icon
181
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.85B
$27.4K 0.01%
204
PPTA
182
Perpetua Resources
PPTA
$2.72B
$25.7K 0.01%
+2,120
IXUS icon
183
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$25.7K 0.01%
332
FLEX icon
184
Flex
FLEX
$23.2B
$25.6K 0.01%
513
ABT icon
185
Abbott
ABT
$224B
$25.4K 0.01%
187
NAD icon
186
Nuveen Quality Municipal Income Fund
NAD
$2.76B
$24.5K 0.01%
2,174
VLO icon
187
Valero Energy
VLO
$49B
$24.3K 0.01%
181
PSQ icon
188
ProShares Short QQQ
PSQ
$529M
$23.6K 0.01%
+700
HLT icon
189
Hilton Worldwide
HLT
$61.2B
$22.6K 0.01%
85
-15
HRB icon
190
H&R Block
HRB
$6.72B
$22.3K 0.01%
406
EBND icon
191
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.15B
$22.3K 0.01%
1,040
RPG icon
192
Invesco S&P 500 Pure Growth ETF
RPG
$1.73B
$21.3K 0.01%
465
IVOO icon
193
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.8B
$21K 0.01%
200
MRK icon
194
Merck
MRK
$212B
$21K 0.01%
265
-100
IWP icon
195
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$20.8K 0.01%
150
HMC icon
196
Honda
HMC
$40B
$20.7K 0.01%
718
MAIN icon
197
Main Street Capital
MAIN
$5.2B
$20.7K 0.01%
350
-350
OKE icon
198
Oneok
OKE
$42.9B
$20.5K 0.01%
251
NEE icon
199
NextEra Energy
NEE
$174B
$20.3K 0.01%
293
DWM icon
200
WisdomTree International Equity Fund
DWM
$605M
$20.3K 0.01%
320
6 7
8
9 10