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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$541K
3
+$373K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$217K

Top Sells

1
+$4.85M
2
+$1.09M
3
+$871K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$445K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$336K

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.6M 30.4%
144,593
-3,043
2
$18.1M 10.63%
273,188
-1,618
3
$14.8M 8.73%
55,488
-3,259
4
$11.7M 6.91%
158,092
-1,679
5
$10.1M 5.96%
201,755
+7,441
6
$9.89M 5.82%
100,045
+61
7
$9.24M 5.44%
293,050
-153,918
8
$5.21M 3.06%
187,069
+9,935
9
$3.89M 2.29%
56,266
+40,024
10
$3.42M 2.01%
38,992
-2,190
11
$3.05M 1.79%
59,500
+10,560
12
$2.67M 1.57%
28,142
+2,282
13
$1.49M 0.87%
3,698
-142
14
$1.46M 0.86%
32,274
-1,041
15
$1.15M 0.68%
14,344
-2,291
16
$1.12M 0.66%
29,446
-1,262
17
$1.04M 0.61%
14,433
+1,278
18
$1.02M 0.6%
4,946
19
$1.01M 0.6%
14,224
+2
20
$690K 0.41%
4,993
+69
21
$672K 0.4%
2,886
+65
22
$646K 0.38%
29,165
-20,097
23
$643K 0.38%
17,275
-9,015
24
$641K 0.38%
12,960
-775
25
$610K 0.36%
19,985
-2,495
1
2 3 4 5