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
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$270K 0.18%
4,138
27
$213K 0.15%
814
-413
28
$204K 0.14%
2,987
-132
29
$203K 0.14%
4,312
-13,647
30
$189K 0.13%
5,008
31
$159K 0.11%
1,215
32
$153K 0.1%
1,434
-75
33
$142K 0.1%
2,526
34
$135K 0.09%
+2,900
35
$128K 0.09%
9,910
36
$128K 0.09%
1,148
-350
37
$126K 0.09%
1,162
38
$120K 0.08%
895
39
$112K 0.08%
3,220
40
$95K 0.06%
1,306
-81
41
$93K 0.06%
726
+466
42
$88K 0.06%
6,053
43
$85K 0.06%
1,798
44
$85K 0.06%
918
+1
45
$80K 0.05%
1,910
+1,250
46
$75K 0.05%
596
-19,124
47
$73K 0.05%
+1,500
48
$73K 0.05%
3,367
-25,308
49
$66K 0.05%
510
50
$62K 0.04%
1,674
-114
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