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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$130K 0.07%
1,000
52
$125K 0.06%
1,875
+1,475
53
$123K 0.06%
1,350
54
$122K 0.06%
677
55
$114K 0.06%
616
56
$112K 0.06%
890
-5,800
57
$111K 0.06%
1,708
58
$108K 0.05%
2,495
+1,295
59
$103K 0.05%
1,963
+65
60
$102K 0.05%
621
-6
61
$99K 0.05%
324
62
$96K 0.05%
2,909
63
$92K 0.05%
312
64
$91K 0.05%
1,200
65
$80K 0.04%
215
66
$80K 0.04%
1,018
+100
67
$79K 0.04%
688
-60
68
$77K 0.04%
738
69
$75K 0.04%
491
70
$69K 0.03%
1,524
71
$66K 0.03%
248
72
$66K 0.03%
1,298
+2
73
$64K 0.03%
1,400
-400
74
$62K 0.03%
568
75
$60K 0.03%
169
1 2
3
4 5