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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$298K
3
+$239K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$211K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$138K

Top Sells

1
+$589K
2
+$416K
3
+$152K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$50.8K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.7K

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
276
$1K ﹤0.01%
100
277
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80
278
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119
279
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10
280
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40
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68
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24
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40
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32
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36
286
$1K ﹤0.01%
22
287
$1K ﹤0.01%
+50
288
$1K ﹤0.01%
300
289
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0
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$0 ﹤0.01%
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292
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298
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$0 ﹤0.01%
4
300
– –
-33
9 10 11
12
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