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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70K 0.04%
499
52
$65K 0.04%
491
53
$65K 0.04%
300
54
$61K 0.04%
2,892
55
$60K 0.04%
292
56
$60K 0.04%
1,393
57
$59K 0.03%
5,294
58
$59K 0.03%
588
59
$56K 0.03%
1,120
60
$55K 0.03%
1,382
+1
61
$54K 0.03%
500
-94
62
$53K 0.03%
282
63
$52K 0.03%
520
+60
64
$51K 0.03%
312
65
$49K 0.03%
125
66
$46K 0.03%
1,296
+27
67
$46K 0.03%
1,425
+625
68
$45K 0.03%
365
+40
69
$44K 0.03%
699
70
$43K 0.03%
200
71
$43K 0.03%
1,002
72
$43K 0.03%
3,065
73
$42K 0.02%
308
74
$42K 0.02%
800
75
$39K 0.02%
1,332
1 2
3
4 5