LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$832K
3
+$621K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$617K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$567K

Top Sells

1
+$665K
2
+$217K
3
+$167K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+18
227
$1K ﹤0.01%
16
228
– –
-1,308
229
– –
-1
230
– –
-33
231
– –
-82
232
$0 ﹤0.01%
5
233
– –
-1,296
234
$0 ﹤0.01%
30
235
$0 ﹤0.01%
4
236
– –
-476
237
– –
-383
238
– –
-97
239
– –
-2,333
240
– –
-488
241
– –
-500
242
$0 ﹤0.01%
+2
243
$0 ﹤0.01%
+1
244
– –
-26
245
$0 ﹤0.01%
1
246
– –
-11
247
$0 ﹤0.01%
+119
248
– –
-6
249
– –
-94
250
– –
-631
7 8 9
10
11