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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$618K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$488K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$331K

Top Sells

1
+$3.13M
2
+$708K
3
+$506K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$471K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$192K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$156K 0.07%
895
+1
52
$156K 0.07%
4,820
-3,750
53
$151K 0.07%
1,550
54
$151K 0.07%
6,253
55
$145K 0.07%
622
56
$139K 0.07%
2,410
57
$133K 0.06%
677
58
$124K 0.06%
1,708
59
$113K 0.05%
1,368
+350
60
$108K 0.05%
616
61
$108K 0.05%
2,909
62
$108K 0.05%
312
63
$106K 0.05%
1,963
64
$105K 0.05%
1,712
-1,426
65
$102K 0.05%
621
66
$95K 0.05%
1,200
67
$91K 0.04%
285
-39
68
$86K 0.04%
215
69
$80K 0.04%
688
70
$80K 0.04%
+735
71
$79K 0.04%
491
72
$77K 0.04%
738
73
$71K 0.03%
248
74
$70K 0.03%
625
+250
75
$69K 0.03%
1,524
1 2
3
4 5