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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.4K 0.01%
377
+347
202
$15.9K 0.01%
1,524
203
$14.9K 0.01%
+304
204
$14.8K 0.01%
500
205
$14.7K 0.01%
158
206
$14.4K 0.01%
1,233
207
$14.2K 0.01%
245
208
$13.9K 0.01%
60
+10
209
$13.4K 0.01%
270
210
$13.4K 0.01%
100
211
$13.1K 0.01%
114
212
$13.1K 0.01%
2,946
213
$12.9K 0.01%
200
214
$12.8K 0.01%
396
215
$12.3K 0.01%
208
216
$12.3K 0.01%
80
217
$12.2K 0.01%
273
+12
218
$12.1K 0.01%
122
+22
219
$11.7K 0.01%
35
+17
220
$11.6K 0.01%
48
+18
221
$11.6K ﹤0.01%
50
222
$11.4K ﹤0.01%
50
223
$11.3K ﹤0.01%
285
224
$11.3K ﹤0.01%
+222
225
$11.3K ﹤0.01%
299
-25
7 8
9
10 11