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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+16
227
$3K ﹤0.01%
55
228
$3K ﹤0.01%
51
-50
229
$3K ﹤0.01%
+172
230
$3K ﹤0.01%
99
231
$3K ﹤0.01%
75
232
$3K ﹤0.01%
25
233
$3K ﹤0.01%
52
234
$3K ﹤0.01%
45
235
$3K ﹤0.01%
30
236
$3K ﹤0.01%
+337
237
$3K ﹤0.01%
+6
238
$3K ﹤0.01%
+13
239
$3K ﹤0.01%
+40
240
$3K ﹤0.01%
28
241
$3K ﹤0.01%
77
242
$3K ﹤0.01%
+124
243
$3K ﹤0.01%
50
244
$3K ﹤0.01%
+68
245
$3K ﹤0.01%
+31
246
$3K ﹤0.01%
150
-1,065
247
$3K ﹤0.01%
96
248
$3K ﹤0.01%
+179
249
$3K ﹤0.01%
43
250
$3K ﹤0.01%
+1,528
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