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
State Street 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%
+24
227
$1K ﹤0.01%
+10
228
$1K ﹤0.01%
14
229
$1K ﹤0.01%
+41
230
$1K ﹤0.01%
25
231
$1K ﹤0.01%
25
232
$1K ﹤0.01%
+10
233
$1K ﹤0.01%
+10
234
$1K ﹤0.01%
9
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$1K ﹤0.01%
50
236
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50
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$1K ﹤0.01%
119
238
$1K ﹤0.01%
10
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25
240
$1K ﹤0.01%
+40
241
$1K ﹤0.01%
32
242
$1K ﹤0.01%
36
243
$1K ﹤0.01%
+22
244
$1K ﹤0.01%
70
245
$1K ﹤0.01%
16
246
$1K ﹤0.01%
+8
247
– –
-51
248
– –
-493
249
$0 ﹤0.01%
5
250
$0 ﹤0.01%
30
7 8 9
10
11