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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$385K 0.19%
4,322
27
$380K 0.19%
4,002
-257
28
$364K 0.18%
4,766
29
$339K 0.17%
3,855
+3,805
30
$337K 0.17%
4,138
31
$312K 0.16%
5,584
-45
32
$278K 0.14%
1,343
33
$270K 0.14%
8,570
-3,185
34
$238K 0.12%
3,723
+1,475
35
$233K 0.12%
8,069
36
$229K 0.12%
1,215
37
$210K 0.11%
2,301
+2,225
38
$210K 0.11%
3,138
-45,573
39
$208K 0.1%
7,285
+7,160
40
$205K 0.1%
554
-20
41
$201K 0.1%
8,775
+5,004
42
$194K 0.1%
2,082
-385
43
$194K 0.1%
3,220
44
$158K 0.08%
1,020
45
$148K 0.07%
860
46
$146K 0.07%
1,550
-268
47
$142K 0.07%
6,253
-800
48
$141K 0.07%
894
49
$133K 0.07%
2,410
50
$132K 0.07%
622
-114
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