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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.11M
3 +$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1 +$2.69M
2 +$1.14M
3 +$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$63K 0.04%
1,674
52
$62K 0.04%
947
53
$60K 0.04%
2,002
-36
54
$59K 0.04%
860
55
$57K 0.04%
5,294
56
$54K 0.04%
2,710
+191
57
$54K 0.04%
588
58
$53K 0.03%
546
59
$51K 0.03%
407
60
$50K 0.03%
1,372
-200
61
$49K 0.03%
300
62
$48K 0.03%
594
63
$45K 0.03%
699
64
$44K 0.03%
282
65
$44K 0.03%
312
66
$41K 0.03%
3,065
-433
67
$37K 0.02%
308
68
$36K 0.02%
800
69
$35K 0.02%
700
70
$34K 0.02%
625
71
$34K 0.02%
511
72
$33K 0.02%
200
73
$33K 0.02%
491
74
$32K 0.02%
334
75
$30K 0.02%
331