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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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$637K
3
+$533K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$475K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$337K

Top Sells

1
+$3.36M
2
+$698K
3
+$496K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$473K
5
IAU icon
iShares Gold Trust
IAU
+$194K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
+45
277
– –
-42
278
– –
-70
279
$0 ﹤0.01%
5
280
$0 ﹤0.01%
15
281
$0 ﹤0.01%
4
282
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7
283
$0 ﹤0.01%
1
284
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-6
285
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2
286
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1
287
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-162
288
$0 ﹤0.01%
15
289
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290
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2
292
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100
293
$0 ﹤0.01%
6
294
$0 ﹤0.01%
100
295
– –
-25
296
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-1,310
297
$0 ﹤0.01%
1
298
$0 ﹤0.01%
30
299
– –
-17
8 9 10 11
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