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
251
$2K ﹤0.01%
30
252
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+75
253
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100
254
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20
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45
256
$2K ﹤0.01%
48
257
$2K ﹤0.01%
37
258
$2K ﹤0.01%
+25
259
$2K ﹤0.01%
77
260
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25
261
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80
262
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100
263
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125
264
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20
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$2K ﹤0.01%
150
266
$1K ﹤0.01%
50
267
$1K ﹤0.01%
42
268
$1K ﹤0.01%
15
269
$1K ﹤0.01%
+52
270
$1K ﹤0.01%
10
271
$1K ﹤0.01%
7
272
$1K ﹤0.01%
500
273
$1K ﹤0.01%
50
274
$1K ﹤0.01%
18
275
$1K ﹤0.01%
50
9 10
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12 13