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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$235K
2 +$186K
3 +$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1 +$670K
2 +$453K
3 +$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1K ﹤0.01%
50
227
$1K ﹤0.01%
50
228
$1K ﹤0.01%
9
229
$1K ﹤0.01%
30
230
$1K ﹤0.01%
20
231
$1K ﹤0.01%
+27
232
$1K ﹤0.01%
+14
233
$1K ﹤0.01%
50
234
$1K ﹤0.01%
+18
235
$1K ﹤0.01%
7
236
$1K ﹤0.01%
+25
237
$1K ﹤0.01%
+27
238
$1K ﹤0.01%
+34
239
$1K ﹤0.01%
+24
240
$1K ﹤0.01%
+10
241
$1K ﹤0.01%
14
242
$1K ﹤0.01%
+41
243
$1K ﹤0.01%
25
244
$1K ﹤0.01%
25
245
$1K ﹤0.01%
+10
246
$1K ﹤0.01%
+10
247
$0 ﹤0.01%
30
248
-5
249
-50
250
$0 ﹤0.01%
2