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
$147M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.45M
3
+$486K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$276K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$236K

Top Sells

1
+$93.1K
2
+$66.6K
3
+$64.5K
4
CMCSA icon
Comcast
CMCSA
+$53K
5
GIS icon
General Mills
GIS
+$45.3K

Sector Composition

1 Communication Services 1.27%
2 Consumer Staples 1.16%
3 Energy 0.76%
4 Technology 0.52%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$79K 0.05%
7,494
-1,921
52
$79K 0.05%
1,225
-1,000
53
$75K 0.05%
1,242
54
$75K 0.05%
2,100
55
$72K 0.05%
2,295
56
$70K 0.05%
860
57
$70K 0.05%
3,220
58
$68K 0.05%
900
59
$68K 0.05%
900
+50
60
$68K 0.05%
2,097
+1,205
61
$65K 0.04%
2,095
+1
62
$65K 0.04%
1,296
63
$61K 0.04%
799
64
$61K 0.04%
6,000
65
$56K 0.04%
1,390
66
$56K 0.04%
954
67
$55K 0.04%
900
68
$53K 0.04%
546
69
$53K 0.04%
1,128
-592
70
$50K 0.03%
429
71
$48K 0.03%
800
72
$46K 0.03%
800
73
$46K 0.03%
588
74
$42K 0.03%
2,116
75
$39K 0.03%
1,500
1 2
3
4 5