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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.67M
3
+$792K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$768K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$609K

Top Sells

1
+$3.08M
2
+$1.1M
3
+$724K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$571K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$328K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-15
277
– –
-25
278
– –
-214
279
– –
-200
280
$0 ﹤0.01%
4
281
– –
-33
282
– –
-200
283
– –
-290
284
– –
-15
285
$0 ﹤0.01%
+107
286
– –
-350
287
$0 ﹤0.01%
5
288
$0 ﹤0.01%
+15
289
– –
-90
290
$0 ﹤0.01%
13
291
$0 ﹤0.01%
4
292
– –
-300
293
$0 ﹤0.01%
10
294
– –
-20
295
– –
-25
296
– –
-6
297
– –
-50
298
$0 ﹤0.01%
9
299
– –
-110
300
$0 ﹤0.01%
1
10 11
12
13 14