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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$618K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$488K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$331K

Top Sells

1
+$3.13M
2
+$708K
3
+$506K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$471K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$192K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
75
227
$4K ﹤0.01%
70
228
$4K ﹤0.01%
25
229
$4K ﹤0.01%
70
230
$4K ﹤0.01%
51
231
$4K ﹤0.01%
180
232
$3K ﹤0.01%
32
233
$3K ﹤0.01%
11
234
$3K ﹤0.01%
25
235
$3K ﹤0.01%
500
236
$3K ﹤0.01%
10
+2
237
$3K ﹤0.01%
100
238
$3K ﹤0.01%
49
239
$3K ﹤0.01%
50
240
$3K ﹤0.01%
44
241
$3K ﹤0.01%
96
242
$3K ﹤0.01%
12
243
$3K ﹤0.01%
45
244
$3K ﹤0.01%
20
245
$3K ﹤0.01%
99
246
$2K ﹤0.01%
36
+11
247
$2K ﹤0.01%
25
248
$2K ﹤0.01%
30
249
$2K ﹤0.01%
49
250
$2K ﹤0.01%
21
8 9
10
11 12