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

Top Buys

1
+$533K
2
+$404K
3
+$291K
4
IAU icon
iShares Gold Trust
IAU
+$200K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$143K

Top Sells

1
+$2.25M
2
+$1.07M
3
+$986K
4
NTR icon
Nutrien
NTR
+$712K
5
T icon
AT&T
T
+$589K

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
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