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
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.16M
3
+$837K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$563K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$134K
4
IBM icon
IBM
IBM
+$63.1K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$87K 0.06%
824
52
$84K 0.06%
2,506
+411
53
$81K 0.05%
2,100
54
$76K 0.05%
7,494
55
$75K 0.05%
3,220
56
$74K 0.05%
1,254
+300
57
$72K 0.05%
900
58
$70K 0.05%
2,070
-27
59
$69K 0.05%
1,242
60
$68K 0.05%
489
61
$67K 0.05%
860
62
$67K 0.05%
900
63
$66K 0.04%
1,296
64
$65K 0.04%
418
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65
$63K 0.04%
2,138
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66
$60K 0.04%
1,128
67
$56K 0.04%
799
68
$56K 0.04%
1,000
-729
69
$54K 0.04%
1,390
70
$53K 0.04%
429
71
$53K 0.04%
900
72
$50K 0.03%
546
73
$46K 0.03%
800
74
$44K 0.03%
588
75
$42K 0.03%
800
1 2
3
4 5