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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.71M
3
+$821K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$801K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$677K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$796K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$335K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$265K 0.16%
5,934
+138
27
$258K 0.15%
4,366
28
$258K 0.15%
706
29
$227K 0.13%
2,486
-12,568
30
$199K 0.12%
3,220
31
$196K 0.12%
1,420
32
$195K 0.11%
3,092
-400
33
$181K 0.11%
1,215
34
$176K 0.1%
6,800
35
$160K 0.09%
+10,100
36
$158K 0.09%
2,140
-43,098
37
$155K 0.09%
2,818
38
$153K 0.09%
976
39
$147K 0.09%
761
40
$134K 0.08%
1,000
-2,150
41
$123K 0.07%
1,042
+887
42
$116K 0.07%
893
+1
43
$111K 0.07%
6,553
44
$106K 0.06%
860
45
$105K 0.06%
4,598
46
$104K 0.06%
2,410
47
$96K 0.06%
677
48
$89K 0.05%
1,708
49
$88K 0.05%
626
+1
50
$85K 0.05%
700
+480
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