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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.11M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1
+$2.69M
2
+$1.14M
3
+$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$389K 0.26%
7,980
27
$362K 0.24%
16,010
-8,057
28
$316K 0.21%
2,783
-143
29
$297K 0.2%
16,237
+6,114
30
$296K 0.19%
8,236
-1,600
31
$266K 0.17%
3,247
32
$218K 0.14%
3,309
-199
33
$206K 0.14%
5,585
-260
34
$200K 0.13%
+9,910
35
$171K 0.11%
1,630
-1,475
36
$165K 0.11%
5,008
-800
37
$139K 0.09%
2,299
38
$125K 0.08%
1,149
-34
39
$124K 0.08%
1,215
40
$119K 0.08%
1,055
-115
41
$118K 0.08%
860
+135
42
$118K 0.08%
2,426
43
$114K 0.08%
6,675
-575
44
$112K 0.07%
1,044
45
$106K 0.07%
3,220
46
$104K 0.07%
6,053
47
$98K 0.06%
2,614
48
$86K 0.06%
1,242
49
$76K 0.05%
1,798
50
$69K 0.05%
1,189
+21
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