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
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.02%
350
77
$24K 0.02%
658
78
$23K 0.02%
1,670
79
$23K 0.02%
470
80
$22K 0.02%
800
+300
81
$22K 0.02%
3,298
+250
82
$22K 0.02%
1,062
+120
83
$21K 0.01%
1,320
84
$21K 0.01%
600
85
$20K 0.01%
520
+160
86
$20K 0.01%
155
87
$20K 0.01%
300
-200
88
$20K 0.01%
475
89
$19K 0.01%
+480
90
$19K 0.01%
+250
91
$19K 0.01%
200
+100
92
$19K 0.01%
334
93
$18K 0.01%
395
94
$17K 0.01%
+514
95
$17K 0.01%
233
96
$17K 0.01%
150
97
$17K 0.01%
511
+481
98
$17K 0.01%
1,310
99
$16K 0.01%
460
100
$16K 0.01%
1,400
2 3
4
5 6