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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-165
302
– –
-46
303
– –
-95
304
– –
-74
305
$0 ﹤0.01%
1
306
$0 ﹤0.01%
15
307
– –
-54
308
– –
-128
309
$0 ﹤0.01%
2
310
– –
-179
311
$0 ﹤0.01%
50
312
– –
-166
313
$0 ﹤0.01%
6
314
$0 ﹤0.01%
100
315
$0 ﹤0.01%
1
316
– –
0
317
– –
-51
318
– –
-1,528
319
– –
-20
320
– –
-882
321
– –
-1
322
– –
-499
323
$0 ﹤0.01%
30
324
$0 ﹤0.01%
32
9 10 11 12
13