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
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$616K 0.42%
+5,703
27
$615K 0.42%
27,327
+6,415
28
$550K 0.37%
11,121
+11,109
29
$374K 0.25%
8,760
30
$306K 0.21%
3,355
31
$273K 0.19%
3,504
-229
32
$272K 0.19%
10,348
+864
33
$191K 0.13%
4,778
-44
34
$175K 0.12%
3,161
+1
35
$161K 0.11%
1,430
+46
36
$145K 0.1%
5,008
37
$136K 0.09%
2,697
38
$117K 0.08%
2,537
+200
39
$110K 0.07%
3,904
40
$104K 0.07%
1,070
+40
41
$100K 0.07%
2,331
+200
42
$94K 0.06%
1,044
43
$84K 0.06%
1,225
44
$83K 0.06%
953
45
$80K 0.05%
6,053
46
$78K 0.05%
1,567
+149
47
$73K 0.05%
2,138
48
$69K 0.05%
1,148
49
$61K 0.04%
860
50
$59K 0.04%
1,242
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