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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$186K
3
+$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1
+$670K
2
+$453K
3
+$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28K 0.02%
331
77
$28K 0.02%
800
78
$28K 0.02%
600
79
$26K 0.02%
446
80
$26K 0.02%
1,086
+15
81
$26K 0.02%
248
+200
82
$26K 0.02%
342
+42
83
$25K 0.02%
2,000
84
$25K 0.02%
308
85
$25K 0.02%
932
-578
86
$24K 0.02%
440
87
$24K 0.02%
350
88
$24K 0.02%
200
89
$24K 0.02%
678
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90
$24K 0.02%
1,207
+586
91
$22K 0.01%
334
92
$20K 0.01%
233
93
$20K 0.01%
132
+24
94
$20K 0.01%
155
95
$20K 0.01%
239
+37
96
$20K 0.01%
475
97
$19K 0.01%
723
98
$19K 0.01%
395
99
$19K 0.01%
1,320
100
$19K 0.01%
1,310
2 3
4
5 6