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
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.16M
3
+$837K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$563K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$134K
4
IBM icon
IBM
IBM
+$63.1K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$305K 0.21%
3,355
-26
27
$299K 0.2%
3,593
+14
28
$296K 0.2%
9,432
+236
29
$244K 0.17%
+1,377
30
$222K 0.15%
+5,819
31
$210K 0.14%
5,349
+333
32
$202K 0.14%
2,274
33
$176K 0.12%
3,786
+95
34
$160K 0.11%
2,443
35
$158K 0.11%
2,700
36
$154K 0.1%
3,706
-316
37
$149K 0.1%
2,749
38
$144K 0.1%
3,259
+1
39
$143K 0.1%
5,008
40
$142K 0.1%
2,900
41
$140K 0.09%
4,670
42
$131K 0.09%
2,000
43
$117K 0.08%
3,904
44
$110K 0.07%
1,136
45
$97K 0.07%
2,514
46
$96K 0.07%
1,030
47
$91K 0.06%
6,053
48
$89K 0.06%
1,332
+107
49
$89K 0.06%
1,418
50
$88K 0.06%
924
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