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
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$56K 0.04%
1,120
52
$55K 0.04%
5,294
53
$54K 0.04%
1,242
54
$53K 0.04%
588
55
$50K 0.03%
292
56
$48K 0.03%
300
57
$47K 0.03%
491
58
$47K 0.03%
500
59
$46K 0.03%
1,384
+2
60
$45K 0.03%
693
-571
61
$41K 0.03%
200
62
$41K 0.03%
1,425
63
$41K 0.03%
312
64
$39K 0.03%
1,002
65
$39K 0.03%
1,039
-354
66
$38K 0.03%
511
67
$38K 0.03%
500
-20
68
$37K 0.03%
248
-34
69
$36K 0.02%
308
70
$35K 0.02%
1,140
71
$33K 0.02%
699
72
$33K 0.02%
700
73
$32K 0.02%
1,282
+2
74
$32K 0.02%
658
75
$31K 0.02%
200
1 2
3
4 5