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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.11M
3 +$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1 +$2.69M
2 +$1.14M
3 +$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$30K 0.02%
2,670
77
$29K 0.02%
658
78
$29K 0.02%
208
-200
79
$29K 0.02%
1,543
+20
80
$28K 0.02%
350
81
$27K 0.02%
678
82
$27K 0.02%
470
83
$26K 0.02%
1,098
-294
84
$26K 0.02%
200
85
$25K 0.02%
1,060
86
$25K 0.02%
1,365
87
$23K 0.02%
300
88
$23K 0.02%
155
89
$23K 0.02%
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90
$22K 0.01%
+180
91
$22K 0.01%
600
92
$22K 0.01%
475
93
$22K 0.01%
8,000
94
$22K 0.01%
167
95
$21K 0.01%
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$21K 0.01%
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97
$21K 0.01%
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98
$21K 0.01%
1,400
99
$20K 0.01%
511
100
$20K 0.01%
480