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
$147M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.45M
3
+$486K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$276K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$236K

Top Sells

1
+$93.1K
2
+$66.6K
3
+$64.5K
4
CMCSA icon
Comcast
CMCSA
+$53K
5
GIS icon
General Mills
GIS
+$45.3K

Sector Composition

1 Communication Services 1.27%
2 Consumer Staples 1.16%
3 Energy 0.76%
4 Technology 0.52%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.03%
352
+3
77
$37K 0.03%
2,670
78
$35K 0.02%
300
79
$35K 0.02%
378
+111
80
$34K 0.02%
1,783
+39
81
$34K 0.02%
594
82
$33K 0.02%
329
+50
83
$33K 0.02%
800
84
$33K 0.02%
1,310
85
$33K 0.02%
2,000
86
$32K 0.02%
1,731
87
$32K 0.02%
475
88
$30K 0.02%
700
89
$29K 0.02%
511
90
$28K 0.02%
460
91
$26K 0.02%
312
92
$25K 0.02%
924
+3
93
$24K 0.02%
350
94
$23K 0.02%
114
95
$23K 0.02%
470
96
$23K 0.02%
658
97
$22K 0.02%
493
98
$21K 0.01%
395
99
$21K 0.01%
334
100
$19K 0.01%
+456
2 3
4
5 6