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
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.16M
3
+$837K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$563K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$134K
4
IBM icon
IBM
IBM
+$63.1K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42K 0.03%
1,500
77
$40K 0.03%
352
78
$38K 0.03%
2,670
79
$37K 0.03%
2,116
80
$36K 0.02%
378
81
$35K 0.02%
300
82
$35K 0.02%
1,310
83
$33K 0.02%
1,783
84
$32K 0.02%
329
85
$32K 0.02%
700
86
$31K 0.02%
594
87
$31K 0.02%
800
88
$31K 0.02%
475
89
$31K 0.02%
2,000
90
$29K 0.02%
350
91
$29K 0.02%
1,731
92
$27K 0.02%
511
93
$27K 0.02%
460
94
$27K 0.02%
312
95
$24K 0.02%
1,320
+570
96
$23K 0.02%
326
+95
97
$22K 0.01%
395
98
$22K 0.01%
936
+12
99
$21K 0.01%
493
100
$21K 0.01%
114
2 3
4
5 6