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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$641K
3
+$567K
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$360K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$315K

Top Sells

1
+$975K
2
+$735K
3
+$684K
4
SH icon
ProShares Short S&P500
SH
+$531K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$486K

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65M 32.14%
136,670
-1,546
2
$20.8M 10.32%
50,909
-344
3
$18.5M 9.16%
237,248
-12,492
4
$11.9M 5.88%
153,597
+1,129
5
$9.95M 4.92%
198,106
-3,513
6
$9.05M 4.48%
90,661
-4,866
7
$6.7M 3.32%
230,659
+62,853
8
$6.54M 3.24%
207,845
+1,695
9
$6.5M 3.22%
166,641
-4,023
10
$4.74M 2.35%
86,213
+4,112
11
$4.26M 2.11%
36,576
-544
12
$3.34M 1.65%
29,945
-2,413
13
$2.67M 1.32%
51,307
-10,212
14
$2.01M 1%
24,003
+367
15
$1.94M 0.96%
3,832
+23
16
$1.55M 0.77%
16,243
+3,306
17
$1.33M 0.66%
4,866
18
$1.21M 0.6%
25,890
+1,195
19
$1.1M 0.54%
35,420
+20,685
20
$1.01M 0.5%
2,679
-156
21
$974K 0.48%
14,232
+2
22
$783K 0.39%
4,475
+5
23
$773K 0.38%
18,850
+440
24
$759K 0.38%
15,095
+7,155
25
$711K 0.35%
15,006
+610
1
2 3 4 5