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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$642K
3
+$467K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$291K
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$255K

Top Sells

1
+$1.16M
2
+$812K
3
+$419K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$189K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$137K

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.5K 0.01%
100
202
$13.5K 0.01%
100
203
$13.5K 0.01%
114
204
$13.1K 0.01%
140
+97
205
$13.1K 0.01%
324
-21
206
$12.9K 0.01%
2,946
207
$12.6K 0.01%
285
208
$12.3K 0.01%
50
209
$12.2K 0.01%
200
210
$12.1K 0.01%
170
211
$11.6K 0.01%
+50
212
$11.6K 0.01%
75
213
$11.5K ﹤0.01%
1,005
214
$11.1K ﹤0.01%
208
215
$11K ﹤0.01%
50
216
$10.7K ﹤0.01%
80
217
$10.6K ﹤0.01%
100
-75
218
$10.5K ﹤0.01%
100
219
$10.4K ﹤0.01%
92
-140
220
$10.4K ﹤0.01%
100
221
$10.3K ﹤0.01%
200
222
$10.3K ﹤0.01%
210
223
$10.2K ﹤0.01%
83
224
$10.1K ﹤0.01%
258
225
$10K ﹤0.01%
479
7 8
9
10 11