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
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58K 0.04%
3,220
52
$55K 0.04%
2,073
+3
53
$50K 0.03%
546
54
$49K 0.03%
1,566
-95
55
$47K 0.03%
5,294
56
$44K 0.03%
588
57
$43K 0.03%
413
+45
58
$43K 0.03%
300
59
$43K 0.03%
1,660
-5
60
$39K 0.03%
379
61
$33K 0.02%
2,670
62
$33K 0.02%
312
63
$33K 0.02%
594
64
$33K 0.02%
1,500
65
$30K 0.02%
511
66
$30K 0.02%
203
-68
67
$29K 0.02%
308
68
$29K 0.02%
282
-147
69
$29K 0.02%
700
70
$28K 0.02%
2,000
+1,000
71
$27K 0.02%
460
72
$26K 0.02%
478
73
$26K 0.02%
+331
74
$26K 0.02%
800
75
$25K 0.02%
114
1 2
3
4 5