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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$684K
3
+$494K
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$473K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$244K

Top Sells

1
+$422K
2
+$334K
3
+$302K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$278K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$250K

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
140
202
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-50
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200
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400
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25
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+444
209
$7K ﹤0.01%
100
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$6K ﹤0.01%
100
211
$6K ﹤0.01%
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85
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$6K ﹤0.01%
30
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$6K ﹤0.01%
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$6K ﹤0.01%
40
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$5K ﹤0.01%
+500
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$5K ﹤0.01%
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18
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222
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15
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$5K ﹤0.01%
25
224
$4K ﹤0.01%
10
+2
225
$4K ﹤0.01%
51
7 8
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