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
$132M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$217K
3
+$207K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$133K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Top Sells

1
+$6.09M
2
+$2.75M
3
+$283K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$216K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$214K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 0.89%
3 Technology 0.46%
4 Energy 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25K 0.02%
478
-776
77
$25K 0.02%
460
78
$24K 0.02%
114
79
$23K 0.02%
350
80
$23K 0.02%
1,670
+1,070
81
$23K 0.02%
774
+274
82
$23K 0.02%
658
83
$22K 0.02%
470
84
$22K 0.02%
1,320
85
$20K 0.02%
942
+6
86
$20K 0.02%
475
87
$18K 0.01%
1,400
88
$18K 0.01%
155
89
$18K 0.01%
395
90
$17K 0.01%
233
-566
91
$17K 0.01%
700
-3,970
92
$17K 0.01%
334
93
$17K 0.01%
600
94
$16K 0.01%
398
95
$16K 0.01%
1,473
+350
96
$16K 0.01%
1,310
97
$15K 0.01%
570
+500
98
$15K 0.01%
158
99
$15K 0.01%
723
100
$15K 0.01%
406
2 3
4
5 6