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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.71M
3
+$821K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$801K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$677K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$796K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$335K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$85K 0.05%
1,898
52
$85K 0.05%
+765
53
$78K 0.05%
312
+20
54
$71K 0.04%
312
55
$66K 0.04%
738
56
$65K 0.04%
1,100
57
$62K 0.04%
491
58
$62K 0.04%
4,920
59
$61K 0.04%
827
-583
60
$60K 0.04%
748
61
$59K 0.03%
960
62
$59K 0.03%
1,963
63
$59K 0.03%
1,476
+9
64
$58K 0.03%
5,294
65
$58K 0.03%
1,350
+100
66
$56K 0.03%
2,422
-200
67
$56K 0.03%
+1,000
68
$54K 0.03%
483
69
$53K 0.03%
248
-5
70
$50K 0.03%
678
71
$49K 0.03%
611
72
$48K 0.03%
200
73
$48K 0.03%
1,294
+2
74
$44K 0.03%
971
75
$44K 0.03%
8,000
1 2
3
4 5