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
$180M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$585K
3
+$580K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$577K
5
IAU icon
iShares Gold Trust
IAU
+$576K

Top Sells

1
+$1.74M
2
+$1.18M
3
+$704K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$324K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$208K

Sector Composition

1 Consumer Staples 1.34%
2 Technology 1.07%
3 Utilities 0.38%
4 Industrials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.18%
12,680
-950
27
$279K 0.15%
4,366
28
$258K 0.14%
674
-32
29
$229K 0.13%
1,343
+367
30
$224K 0.12%
1,420
31
$220K 0.12%
8,069
+1,269
32
$204K 0.11%
3,220
33
$197K 0.11%
5,749
-185
34
$169K 0.09%
1,215
35
$169K 0.09%
10,100
36
$168K 0.09%
2,819
+1
37
$166K 0.09%
1,000
38
$161K 0.09%
2,467
-625
39
$147K 0.08%
736
-25
40
$137K 0.08%
1,157
+115
41
$137K 0.08%
1,818
-322
42
$131K 0.07%
6,053
-500
43
$128K 0.07%
893
44
$111K 0.06%
2,410
45
$110K 0.06%
860
46
$105K 0.06%
677
47
$102K 0.06%
1,710
+710
48
$99K 0.06%
1,708
49
$95K 0.05%
865
+100
50
$94K 0.05%
1,898
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