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
$147M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.45M
3
+$486K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$276K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$236K

Top Sells

1
+$93.1K
2
+$66.6K
3
+$64.5K
4
CMCSA icon
Comcast
CMCSA
+$53K
5
GIS icon
General Mills
GIS
+$45.3K

Sector Composition

1 Communication Services 1.27%
2 Consumer Staples 1.16%
3 Energy 0.76%
4 Technology 0.52%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$304K 0.21%
3,579
-50
27
$286K 0.19%
9,196
+508
28
$203K 0.14%
5,016
+150
29
$197K 0.13%
2,274
30
$179K 0.12%
3,691
+1,387
31
$173K 0.12%
2,443
32
$161K 0.11%
4,022
+165
33
$154K 0.1%
4,670
34
$151K 0.1%
2,749
+52
35
$149K 0.1%
2,700
36
$145K 0.1%
2,900
+300
37
$143K 0.1%
5,008
38
$139K 0.09%
2,000
39
$132K 0.09%
3,258
+101
40
$126K 0.09%
824
41
$119K 0.08%
1,136
+92
42
$110K 0.07%
3,904
-1,882
43
$106K 0.07%
2,514
+102
44
$98K 0.07%
1,729
-800
45
$98K 0.07%
1,418
+50
46
$96K 0.07%
6,053
47
$94K 0.06%
824
48
$90K 0.06%
924
49
$89K 0.06%
1,030
50
$80K 0.05%
489
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