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
$146M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$827K
3
+$317K
4
HSBC icon
HSBC
HSBC
+$212K
5
UA icon
Under Armour Class C
UA
+$188K

Top Sells

1
+$2.88M
2
+$520K
3
+$492K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$101K

Sector Composition

1 Communication Services 1.14%
2 Materials 0.88%
3 Consumer Staples 0.87%
4 Technology 0.58%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$65K 0.04%
1,168
52
$65K 0.04%
860
53
$65K 0.04%
947
54
$60K 0.04%
408
-19,602
55
$60K 0.04%
1,572
+2
56
$57K 0.04%
1,674
-464
57
$54K 0.04%
5,294
58
$52K 0.04%
588
59
$51K 0.03%
546
60
$47K 0.03%
407
-400
61
$46K 0.03%
3,498
62
$46K 0.03%
300
63
$43K 0.03%
594
64
$42K 0.03%
+699
65
$38K 0.03%
282
66
$37K 0.03%
625
67
$36K 0.02%
312
68
$36K 0.02%
308
69
$34K 0.02%
800
70
$33K 0.02%
+491
71
$33K 0.02%
200
+100
72
$33K 0.02%
334
73
$33K 0.02%
700
74
$32K 0.02%
511
75
$32K 0.02%
1,392
+300
1 2
3
4 5