LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
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
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$669K
3
+$90.7K
4
CMI icon
Cummins
CMI
+$72.8K
5
PG icon
Procter & Gamble
PG
+$68.6K

Top Sells

1
+$1.69M
2
+$951K
3
+$845K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$626K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$577K

Sector Composition

1 Communication Services 1.09%
2 Consumer Staples 1.03%
3 Materials 0.99%
4 Technology 0.5%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32K 0.02%
700
77
$31K 0.02%
800
78
$31K 0.02%
600
79
$30K 0.02%
460
80
$30K 0.02%
470
81
$28K 0.02%
308
82
$28K 0.02%
334
83
$28K 0.02%
331
84
$27K 0.02%
658
85
$26K 0.02%
+500
86
$26K 0.02%
1,092
+6
87
$25K 0.02%
+420
88
$25K 0.02%
173
+41
89
$25K 0.02%
678
90
$24K 0.02%
378
+240
91
$24K 0.02%
771
+585
92
$24K 0.02%
2,000
93
$24K 0.02%
342
94
$24K 0.02%
440
95
$24K 0.02%
350
96
$23K 0.02%
2,670
97
$23K 0.02%
200
98
$20K 0.01%
520
99
$20K 0.01%
155
100
$20K 0.01%
395
2 3
4
5 6