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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.6K 0.01%
100
202
$11.6K 0.01%
80
203
$11.4K 0.01%
60
-40
204
$10.8K 0.01%
1,005
205
$10.5K 0.01%
50
-50
206
$10.5K 0.01%
208
207
$10.4K 0.01%
285
208
$10.2K 0.01%
100
209
$10.1K 0.01%
2,946
210
$9.91K ﹤0.01%
200
211
$9.84K ﹤0.01%
49
-100
212
$9.54K ﹤0.01%
200
213
$9.53K ﹤0.01%
80
214
$9.29K ﹤0.01%
194
215
$9.24K ﹤0.01%
210
216
$8.86K ﹤0.01%
52
217
$8.28K ﹤0.01%
17
218
$8.22K ﹤0.01%
30
219
$7.97K ﹤0.01%
100
220
$7.83K ﹤0.01%
35
221
$7.82K ﹤0.01%
479
222
$7.66K ﹤0.01%
227
223
$7.63K ﹤0.01%
281
224
$7.58K ﹤0.01%
+200
225
$7.32K ﹤0.01%
30
7 8
9
10 11