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

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
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
$2K ﹤0.01%
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%
14
258
$1K ﹤0.01%
110
259
$1K ﹤0.01%
9
260
$1K ﹤0.01%
10
261
$1K ﹤0.01%
9
262
$1K ﹤0.01%
12
263
$1K ﹤0.01%
50
264
$1K ﹤0.01%
10
265
$1K ﹤0.01%
22
266
$1K ﹤0.01%
10
267
$1K ﹤0.01%
68
268
$1K ﹤0.01%
+25
269
$1K ﹤0.01%
25
-2,500
270
$1K ﹤0.01%
+100
271
$1K ﹤0.01%
15
272
– –
-138
273
– –
-100
274
– –
-4
275
$0 ﹤0.01%
4
9 10
11
12 13