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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$424K 0.25%
6,472
27
$392K 0.23%
3,423
28
$323K 0.19%
2,762
+52
29
$301K 0.18%
15,444
-1,870
30
$265K 0.16%
3,119
-97
31
$262K 0.16%
4,138
32
$222K 0.13%
5,008
33
$212K 0.13%
950
34
$194K 0.11%
1,498
35
$183K 0.11%
1,215
36
$167K 0.1%
9,910
37
$159K 0.09%
1,509
-393
38
$151K 0.09%
895
39
$142K 0.08%
1,162
40
$135K 0.08%
2,526
+1
41
$100K 0.06%
917
42
$97K 0.06%
3,220
43
$94K 0.06%
1,387
-128
44
$84K 0.05%
882
45
$83K 0.05%
1,798
46
$83K 0.05%
6,053
47
$79K 0.05%
1,788
-25
48
$72K 0.04%
1,264
+72
49
$71K 0.04%
1,242
50
$70K 0.04%
510
+1
1
2
3 4 5