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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$186K
3
+$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1
+$670K
2
+$453K
3
+$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$591K 0.4%
25,962
-400
27
$553K 0.37%
11,303
+182
28
$465K 0.31%
8,760
29
$310K 0.21%
3,309
-110
30
$288K 0.19%
3,105
31
$275K 0.18%
2,815
+2,401
32
$234K 0.16%
9,812
-396
33
$164K 0.11%
3,206
+44
34
$151K 0.1%
2,745
+48
35
$146K 0.1%
5,008
36
$132K 0.09%
2,356
+19
37
$126K 0.08%
3,220
38
$109K 0.07%
1,044
39
$108K 0.07%
6,053
40
$97K 0.07%
2,131
41
$97K 0.07%
2,419
-2,101
42
$96K 0.06%
5,930
+5,400
43
$90K 0.06%
1,020
44
$85K 0.06%
2,614
45
$84K 0.06%
1,563
+53
46
$82K 0.06%
+2,260
47
$81K 0.05%
2,138
48
$72K 0.05%
953
49
$68K 0.05%
1,242
50
$67K 0.05%
1,168
+20
1
2
3 4 5