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
$157M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$330K
3
+$299K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$237K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$201K

Top Sells

1
+$2.41M
2
+$572K
3
+$362K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$66.9K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$43.4K

Sector Composition

1 Communication Services 0.93%
2 Consumer Staples 0.85%
3 Materials 0.78%
4 Industrials 0.62%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.1M 23.69%
153,626
+981
2
$21.2M 13.55%
434,046
-25
3
$16.6M 10.57%
120,422
-486
4
$7.72M 4.92%
96,466
+4,129
5
$7.07M 4.51%
295,942
+3,062
6
$6.76M 4.31%
63,444
-52
7
$6.35M 4.05%
62,447
+1,972
8
$6.16M 3.93%
101,556
-680
9
$5.93M 3.78%
72,048
-527
10
$5.78M 3.68%
64,968
+1,895
11
$3.92M 2.5%
158,753
+157,693
12
$3.52M 2.25%
69,487
-47,541
13
$3.2M 2.04%
38,528
+801
14
$2.89M 1.84%
135,882
+1,178
15
$2.63M 1.68%
43,151
+2,836
16
$2.15M 1.37%
27,192
+556
17
$2.08M 1.33%
97,982
+4,428
18
$1.66M 1.06%
5,229
+41
19
$1.64M 1.05%
11,395
20
$960K 0.61%
39,150
+205
21
$879K 0.56%
68,067
+272
22
$813K 0.52%
28,537
-39
23
$763K 0.49%
15,254
+539
24
$734K 0.47%
23,560
-750
25
$692K 0.44%
14,196
+2
1
2 3 4 5