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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$618K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$488K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$331K

Top Sells

1
+$3.13M
2
+$708K
3
+$506K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$471K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$192K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$526K 0.25%
+9,920
27
$437K 0.21%
12,870
-92,058
28
$434K 0.21%
4,236
+1,935
29
$428K 0.2%
5,166
+400
30
$380K 0.18%
4,322
31
$352K 0.17%
3,890
+35
32
$352K 0.17%
5,584
33
$351K 0.17%
2,650
+1,760
34
$331K 0.16%
4,138
35
$320K 0.15%
3,317
-685
36
$299K 0.14%
1,343
37
$259K 0.12%
11,919
+3,144
38
$241K 0.12%
1,215
39
$220K 0.11%
7,869
-200
40
$210K 0.1%
554
41
$204K 0.1%
2,082
42
$204K 0.1%
3,220
43
$196K 0.09%
2,514
+2,002
44
$194K 0.09%
2,925
+1,050
45
$175K 0.08%
1,020
46
$170K 0.08%
860
47
$166K 0.08%
3,745
+1,250
48
$160K 0.08%
1,625
+275
49
$157K 0.08%
1,000
50
$157K 0.08%
2,600
+2,500
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