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
$132M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$217K
3
+$207K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$133K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Top Sells

1
+$6.09M
2
+$2.75M
3
+$283K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$216K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$214K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 0.89%
3 Technology 0.46%
4 Energy 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54K 0.04%
1,661
-845
52
$53K 0.04%
2,070
53
$52K 0.04%
3,220
54
$50K 0.04%
1,242
55
$48K 0.04%
5,294
-2,200
56
$45K 0.03%
546
57
$44K 0.03%
429
58
$43K 0.03%
588
59
$40K 0.03%
1,665
+355
60
$38K 0.03%
368
+16
61
$38K 0.03%
300
62
$36K 0.03%
1,500
63
$35K 0.03%
379
+50
64
$33K 0.03%
271
+165
65
$33K 0.03%
+488
66
$32K 0.02%
2,670
67
$30K 0.02%
3,048
+1,265
68
$30K 0.02%
+500
69
$29K 0.02%
511
70
$29K 0.02%
+476
71
$29K 0.02%
594
72
$28K 0.02%
312
73
$28K 0.02%
700
74
$27K 0.02%
308
-70
75
$27K 0.02%
800
1 2
3
4 5