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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
150
227
$1K ﹤0.01%
30
228
$1K ﹤0.01%
75
229
$1K ﹤0.01%
50
230
$1K ﹤0.01%
42
231
$1K ﹤0.01%
52
232
$1K ﹤0.01%
10
233
$1K ﹤0.01%
9
-56
234
$1K ﹤0.01%
500
235
$1K ﹤0.01%
37
236
$1K ﹤0.01%
18
237
$1K ﹤0.01%
50
238
$1K ﹤0.01%
100
239
$1K ﹤0.01%
80
240
$1K ﹤0.01%
80
241
$1K ﹤0.01%
119
242
$1K ﹤0.01%
10
243
$1K ﹤0.01%
40
244
$1K ﹤0.01%
68
245
$1K ﹤0.01%
24
246
$1K ﹤0.01%
40
247
$1K ﹤0.01%
32
248
$1K ﹤0.01%
18
249
$1K ﹤0.01%
100
250
$1K ﹤0.01%
22
8 9
10
11 12