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
$146M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$827K
3
+$317K
4
HSBC icon
HSBC
HSBC
+$212K
5
UA icon
Under Armour Class C
UA
+$188K

Top Sells

1
+$2.88M
2
+$520K
3
+$492K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$101K

Sector Composition

1 Communication Services 1.14%
2 Materials 0.88%
3 Consumer Staples 0.87%
4 Technology 0.58%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29K 0.02%
118
-100
77
$28K 0.02%
2,670
78
$28K 0.02%
331
79
$27K 0.02%
181
+8
80
$27K 0.02%
+800
81
$27K 0.02%
658
82
$26K 0.02%
350
83
$26K 0.02%
470
84
$26K 0.02%
1,523
85
$26K 0.02%
600
86
$25K 0.02%
678
87
$25K 0.02%
1,060
88
$24K 0.02%
378
89
$24K 0.02%
2,000
90
$24K 0.02%
200
91
$23K 0.02%
300
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92
$22K 0.02%
8,000
93
$21K 0.01%
155
94
$21K 0.01%
250
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95
$20K 0.01%
520
96
$20K 0.01%
395
97
$19K 0.01%
167
98
$19K 0.01%
480
99
$19K 0.01%
1,365
+345
100
$18K 0.01%
440
2 3
4
5 6