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
$180M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$585K
3
+$580K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$577K
5
IAU icon
iShares Gold Trust
IAU
+$576K

Top Sells

1
+$1.74M
2
+$1.18M
3
+$704K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$324K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$208K

Sector Composition

1 Consumer Staples 1.34%
2 Technology 1.07%
3 Utilities 0.38%
4 Industrials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93K 0.05%
626
52
$87K 0.05%
312
53
$82K 0.05%
312
54
$81K 0.05%
3,771
-827
55
$76K 0.04%
616
+133
56
$71K 0.04%
4,920
57
$71K 0.04%
1,100
58
$69K 0.04%
640
+610
59
$66K 0.04%
2,033
+70
60
$65K 0.04%
491
61
$63K 0.04%
1,350
-126
62
$61K 0.03%
748
63
$60K 0.03%
200
64
$60K 0.03%
169
+104
65
$59K 0.03%
960
66
$59K 0.03%
1,350
67
$58K 0.03%
918
+900
68
$55K 0.03%
248
69
$53K 0.03%
738
70
$53K 0.03%
5,294
71
$53K 0.03%
1,296
+2
72
$50K 0.03%
611
73
$50K 0.03%
991
+20
74
$49K 0.03%
568
-110
75
$48K 0.03%
2,525
1 2
3
4 5