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
$274M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

1 +$1.44M
2 +$300K
3 +$237K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$226K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$201K

Sector Composition

1 Technology 1.55%
2 Consumer Staples 0.57%
3 Energy 0.45%
4 Utilities 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSQ icon
201
ProShares Short QQQ
PSQ
$724M
$21.7K 0.01%
700
DIA icon
202
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
$21.3K 0.01%
46
DWM icon
203
WisdomTree International Equity Fund
DWM
$619M
$21.2K 0.01%
320
DELL icon
204
Dell
DELL
$91.1B
$21.1K 0.01%
149
+74
MRK icon
205
Merck
MRK
$251B
$21K 0.01%
250
-15
F icon
206
Ford
F
$51.6B
$20.7K 0.01%
1,729
+8
HRB icon
207
H&R Block
HRB
$5.3B
$20.5K 0.01%
406
CVS icon
208
CVS Health
CVS
$98.5B
$20.4K 0.01%
270
+2
PRF icon
209
Invesco FTSE RAFI US 1000 ETF
PRF
$8.48B
$20.3K 0.01%
450
XLI icon
210
State Street Industrial Select Sector SPDR ETF
XLI
$24.1B
$20.1K 0.01%
130
-82
AGG icon
211
iShares Core US Aggregate Bond ETF
AGG
$135B
$19.6K 0.01%
196
+37
RTX icon
212
RTX Corp
RTX
$226B
$19.2K 0.01%
115
NVS icon
213
Novartis
NVS
$254B
$19.2K 0.01%
150
TM icon
214
Toyota
TM
$257B
$19.1K 0.01%
100
SDY icon
215
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$19K 0.01%
136
XLB icon
216
State Street Materials Select Sector SPDR ETF
XLB
$5.11B
$18.8K 0.01%
210
EPD icon
217
Enterprise Products Partners
EPD
$69.2B
$18.8K 0.01%
600
OKE icon
218
Oneok
OKE
$46B
$18.3K 0.01%
251
EAGG icon
219
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.3B
$18.2K 0.01%
+378
FXH icon
220
First Trust Health Care AlphaDEX Fund
FXH
$939M
$17.7K 0.01%
161
ABBV icon
221
AbbVie
ABBV
$397B
$17.4K 0.01%
75
TFC icon
222
Truist Financial
TFC
$59.5B
$17.2K 0.01%
377
BP icon
223
BP
BP
$92.8B
$17.2K 0.01%
500
GLD icon
224
SPDR Gold Trust
GLD
$141B
$17.1K 0.01%
48
SH icon
225
ProShares Short S&P500
SH
$1.18B
$16.7K 0.01%
451