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LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$329K
3
+$254K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$189K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$148K

Top Sells

1
+$2.16M
2
+$2.04M
3
+$325K
4
HSBC icon
HSBC
HSBC
+$244K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$205K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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