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
$146M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$827K
3
+$317K
4
HSBC icon
HSBC
HSBC
+$212K
5
UA icon
Under Armour Class C
UA
+$188K

Top Sells

1
+$2.88M
2
+$520K
3
+$492K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$101K

Sector Composition

1 Communication Services 1.14%
2 Materials 0.88%
3 Consumer Staples 0.87%
4 Technology 0.58%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$371K 0.25%
7,980
27
$308K 0.21%
3,105
28
$305K 0.21%
2,926
+5
29
$293K 0.2%
3,247
-62
30
$285K 0.19%
9,836
+4
31
$255K 0.17%
10,123
+7,480
32
$218K 0.15%
3,508
-629
33
$212K 0.15%
+5,845
34
$177K 0.12%
5,808
+800
35
$131K 0.09%
7,250
+760
36
$129K 0.09%
2,299
-446
37
$129K 0.09%
2,426
38
$128K 0.09%
1,183
+332
39
$125K 0.09%
+1,215
40
$123K 0.08%
1,044
41
$121K 0.08%
1,170
+50
42
$110K 0.08%
3,220
43
$98K 0.07%
725
+110
44
$93K 0.06%
1,427
-100
45
$91K 0.06%
6,053
46
$90K 0.06%
2,614
47
$79K 0.05%
1,242
48
$75K 0.05%
1,798
-933
49
$73K 0.05%
2,519
-335
50
$65K 0.04%
2,038
-37
1
2
3 4 5