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
$274M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$700K
3
+$653K
4
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
+$519K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$507K

Top Sells

1
+$1.44M
2
+$300K
3
+$237K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$226K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$201K

Sector Composition

1 Technology 1.55%
2 Consumer Staples 0.57%
3 Energy 0.45%
4 Utilities 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OXY icon
276
Occidental Petroleum
OXY
$41.4B
$6.14K ﹤0.01%
130
FNDX icon
277
Schwab Fundamental US Large Company Index ETF
FNDX
$21.7B
$6.08K ﹤0.01%
+231
BKR icon
278
Baker Hughes
BKR
$48.8B
$6.04K ﹤0.01%
124
IWB icon
279
iShares Russell 1000 ETF
IWB
$45.3B
$5.85K ﹤0.01%
16
BND icon
280
Vanguard Total Bond Market
BND
$142B
$5.8K ﹤0.01%
+78
BDX icon
281
Becton Dickinson
BDX
$54.4B
$5.62K ﹤0.01%
30
EFG icon
282
iShares MSCI EAFE Growth ETF
EFG
$9.4B
$5.35K ﹤0.01%
47
+20
ES icon
283
Eversource Energy
ES
$24.9B
$5.12K ﹤0.01%
72
BAH icon
284
Booz Allen Hamilton
BAH
$9.9B
$5.1K ﹤0.01%
51
GSLC icon
285
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$5.08K ﹤0.01%
39
FTNT icon
286
Fortinet
FTNT
$61.7B
$5.04K ﹤0.01%
60
-9
KMI icon
287
Kinder Morgan
KMI
$59.7B
$5.01K ﹤0.01%
177
BMY icon
288
Bristol-Myers Squibb
BMY
$98.2B
$4.96K ﹤0.01%
110
TMO icon
289
Thermo Fisher Scientific
TMO
$218B
$4.85K ﹤0.01%
10
-32
PFF icon
290
iShares Preferred and Income Securities ETF
PFF
$14.2B
$4.74K ﹤0.01%
150
MAR icon
291
Marriott International
MAR
$81.8B
$4.69K ﹤0.01%
18
TWLO icon
292
Twilio
TWLO
$19.7B
$4.6K ﹤0.01%
46
TAP icon
293
Molson Coors Class B
TAP
$9.19B
$4.53K ﹤0.01%
100
PFE icon
294
Pfizer
PFE
$143B
$4.46K ﹤0.01%
175
-26
BAM icon
295
Brookfield Asset Management
BAM
$84.1B
$4.44K ﹤0.01%
78
SCI icon
296
Service Corp International
SCI
$10.9B
$4.41K ﹤0.01%
53
VO icon
297
Vanguard Mid-Cap ETF
VO
$88.7B
$4.41K ﹤0.01%
15
VOOG icon
298
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$4.36K ﹤0.01%
10
UBER icon
299
Uber
UBER
$182B
$4.31K ﹤0.01%
44
PYPL icon
300
PayPal
PYPL
$58.9B
$4.22K ﹤0.01%
63
10 11
12
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