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
$235M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$506K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$429K
5
CLOI icon
VanEck CLO ETF
CLOI
+$248K

Top Sells

1
+$1.13M
2
+$686K
3
+$458K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$335K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.72%
3 Consumer Discretionary 0.46%
4 Financials 0.43%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.2M 32.49%
130,088
-1,921
2
$23.8M 10.14%
46,551
-655
3
$20.1M 8.58%
226,763
-5,158
4
$11.9M 5.06%
152,242
-3,080
5
$10.7M 4.57%
370,031
+52,251
6
$10M 4.28%
199,344
+50
7
$8.8M 3.75%
230,990
+426
8
$8.34M 3.55%
168,404
+328
9
$8.27M 3.52%
82,422
-3,220
10
$6.33M 2.7%
109,975
+8,798
11
$4.9M 2.09%
34,215
-767
12
$3.37M 1.44%
26,437
+596
13
$2.79M 1.19%
27,979
+4,306
14
$2.45M 1.04%
4,300
+119
15
$2.01M 0.86%
23,468
+592
16
$1.96M 0.83%
28,794
+19,144
17
$1.55M 0.66%
45,743
-2,868
18
$1.38M 0.59%
36,242
+1,910
19
$1.26M 0.54%
3,780
-509
20
$1.19M 0.51%
23,675
+1,522
21
$1.06M 0.45%
13,916
+2
22
$1.04M 0.44%
2,474
-273
23
$1.04M 0.44%
22,212
-1,200
24
$1.02M 0.44%
50,032
+828
25
$943K 0.4%
3,767
+124
1
2 3 4 5