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
$132M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$217K
3
+$207K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$133K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Top Sells

1
+$6.09M
2
+$2.75M
3
+$283K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$216K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$214K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 0.89%
3 Technology 0.46%
4 Energy 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$284K 0.22%
3,355
27
$278K 0.21%
3,733
+140
28
$261K 0.2%
9,484
+52
29
$232K 0.18%
4,822
+1,116
30
$217K 0.16%
+2,333
31
$140K 0.11%
3,160
-99
32
$135K 0.1%
5,008
33
$127K 0.1%
2,697
-52
34
$122K 0.09%
+1,308
35
$117K 0.09%
1,384
+7
36
$111K 0.08%
3,904
37
$102K 0.08%
2,337
-1,449
38
$96K 0.07%
+1,250
39
$95K 0.07%
4,780
+4,159
40
$93K 0.07%
1,030
41
$85K 0.06%
2,131
-3,218
42
$84K 0.06%
6,053
43
$82K 0.06%
1,044
-92
44
$77K 0.06%
953
-1,321
45
$76K 0.06%
1,418
46
$73K 0.06%
1,225
-107
47
$70K 0.05%
2,138
48
$65K 0.05%
1,148
+20
49
$60K 0.05%
860
50
$59K 0.04%
1,296
1
2
3 4 5