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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.04M
3
+$694K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$586K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$499K

Top Sells

1
+$3.16M
2
+$2.1M
3
+$702K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$668K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$593K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.89%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
24
252
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21
253
$2K ﹤0.01%
49
254
$2K ﹤0.01%
30
255
$2K ﹤0.01%
25
256
$1K ﹤0.01%
10
257
$1K ﹤0.01%
68
258
$1K ﹤0.01%
+25
259
$1K ﹤0.01%
25
-2,500
260
$1K ﹤0.01%
+100
261
$1K ﹤0.01%
+10
262
$1K ﹤0.01%
14
263
$1K ﹤0.01%
110
264
$1K ﹤0.01%
9
265
$1K ﹤0.01%
9
266
$1K ﹤0.01%
12
267
$1K ﹤0.01%
50
268
$1K ﹤0.01%
10
269
$1K ﹤0.01%
22
270
$1K ﹤0.01%
10
271
$1K ﹤0.01%
15
272
– –
-138
273
$0 ﹤0.01%
100
274
– –
-15
275
– –
-100
9 10
11
12 13