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
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$341K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$147K

Top Sells

1
+$2.15M
2
+$2.04M
3
+$331K
4
HSBC icon
HSBC
HSBC
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$210K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$414K 0.25%
1,289
-1,030
27
$390K 0.24%
9,228
-36
28
$390K 0.24%
2,702
29
$361K 0.22%
7,192
30
$283K 0.17%
3,311
+1
31
$279K 0.17%
2,598
-111
32
$267K 0.16%
3,187
-221
33
$256K 0.16%
2,337
+1,068
34
$244K 0.15%
+4,138
35
$234K 0.14%
17,594
+1,459
36
$207K 0.13%
9,910
37
$191K 0.12%
5,008
38
$190K 0.12%
1,598
+150
39
$156K 0.1%
1,030
-25
40
$154K 0.09%
2,914
+720
41
$148K 0.09%
7,160
-360
42
$142K 0.09%
1,215
43
$132K 0.08%
865
44
$131K 0.08%
1,044
45
$121K 0.07%
3,220
46
$104K 0.06%
1,935
47
$104K 0.06%
986
-130
48
$97K 0.06%
6,053
49
$82K 0.05%
1,798
50
$73K 0.04%
1,242
1
2
3 4 5