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
$188M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$590K
3
+$399K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K
5
ZM icon
Zoom
ZM
+$307K

Top Sells

1
+$3.08M
2
+$2.42M
3
+$498K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$298K

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.88%
3 Energy 0.7%
4 Utilities 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.1M 31.42%
138,216
-1,166
2
$18.4M 9.76%
51,253
-619
3
$18.1M 9.61%
249,740
-3,540
4
$11.5M 6.09%
152,468
-483
5
$10.1M 5.38%
201,619
-1,329
6
$9.57M 5.09%
95,527
-916
7
$6.28M 3.34%
206,150
+3,855
8
$5.97M 3.18%
170,664
-88,087
9
$4.82M 2.56%
167,806
+104,953
10
$4.4M 2.34%
82,101
+2,054
11
$3.88M 2.06%
37,120
+512
12
$3.56M 1.89%
61,519
-3,101
13
$3.34M 1.78%
32,358
-2,784
14
$2.14M 1.14%
23,636
+6,532
15
$1.74M 0.92%
3,809
+117
16
$1.19M 0.63%
4,866
17
$1.15M 0.61%
12,937
+3,555
18
$1.12M 0.6%
24,695
+2,000
19
$1.08M 0.57%
14,230
+2
20
$895K 0.48%
2,835
+1
21
$747K 0.4%
16,578
-3,662
22
$677K 0.36%
18,410
+180
23
$648K 0.34%
4,470
-25
24
$633K 0.34%
35,535
-811
25
$627K 0.33%
14,396
-385
1
2 3 4 5