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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$684K
3
+$494K
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$473K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$244K

Top Sells

1
+$422K
2
+$334K
3
+$302K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$278K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$250K

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.2M 29.99%
147,355
+518
2
$25.5M 12.1%
71,271
-244
3
$21.4M 10.15%
291,292
-2,470
4
$14.5M 6.89%
434,764
+4,678
5
$12.7M 6.01%
153,740
+2,956
6
$10M 4.76%
98,405
+921
7
$9.69M 4.59%
190,990
+3,658
8
$8.02M 3.81%
108,074
-497
9
$4.62M 2.19%
42,834
-2,574
10
$4.02M 1.91%
71,441
-4,433
11
$3.35M 1.59%
64,342
+4,529
12
$2.71M 1.28%
27,662
-539
13
$1.94M 0.92%
4,029
-155
14
$1.78M 0.84%
28,758
-4,885
15
$1.51M 0.72%
54,215
+24,555
16
$1.4M 0.67%
+48,050
17
$1.4M 0.66%
42,330
-1,950
18
$1.4M 0.66%
25,862
+251
19
$1.29M 0.61%
12,728
+2,258
20
$1.29M 0.61%
5,056
-200
21
$1.15M 0.55%
14,218
+1
22
$1.12M 0.53%
8,730
-300
23
$1.1M 0.52%
29,555
24
$795K 0.38%
2,820
25
$702K 0.33%
4,962
-576
1
2 3 4 5