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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$186K
3
+$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1
+$670K
2
+$453K
3
+$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63K 0.04%
240
52
$63K 0.04%
860
53
$62K 0.04%
2,075
+2
54
$56K 0.04%
5,294
55
$52K 0.03%
1,570
+3
56
$50K 0.03%
588
57
$50K 0.03%
300
58
$49K 0.03%
407
+28
59
$46K 0.03%
625
60
$46K 0.03%
546
61
$42K 0.03%
8,000
62
$40K 0.03%
1,500
63
$39K 0.03%
3,498
64
$37K 0.02%
594
65
$36K 0.02%
511
66
$36K 0.02%
1,300
67
$36K 0.02%
312
68
$35K 0.02%
1,473
69
$32K 0.02%
470
70
$32K 0.02%
282
71
$30K 0.02%
700
72
$29K 0.02%
2,670
73
$29K 0.02%
460
74
$29K 0.02%
118
+4
75
$29K 0.02%
658
1 2
3
4 5