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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.74K 0.01%
285
202
$9.23K ﹤0.01%
1,005
203
$9.23K ﹤0.01%
80
204
$9.16K ﹤0.01%
30
205
$8.94K ﹤0.01%
200
206
$8.88K ﹤0.01%
80
207
$8.84K ﹤0.01%
100
208
$8.48K ﹤0.01%
194
209
$8.14K ﹤0.01%
210
210
$8.08K ﹤0.01%
52
211
$7.76K ﹤0.01%
30
212
$7.65K ﹤0.01%
+15
213
$7.6K ﹤0.01%
229
+54
214
$7.54K ﹤0.01%
46
215
$7.37K ﹤0.01%
281
216
$7.31K ﹤0.01%
35
217
$7.25K ﹤0.01%
60
218
$7.19K ﹤0.01%
227
219
$7.11K ﹤0.01%
100
220
$6.98K ﹤0.01%
200
221
$6.94K ﹤0.01%
479
-799
222
$6.85K ﹤0.01%
+79
223
$6.77K ﹤0.01%
100
224
$6.61K ﹤0.01%
204
225
$6.42K ﹤0.01%
170
-200
7 8
9
10 11