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
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$341K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$147K

Top Sells

1
+$2.15M
2
+$2.04M
3
+$331K
4
HSBC icon
HSBC
HSBC
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$210K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40K 0.02%
200
77
$38K 0.02%
511
78
$37K 0.02%
700
79
$37K 0.02%
1,119
80
$36K 0.02%
260
81
$33K 0.02%
660
82
$32K 0.02%
+1,690
83
$32K 0.02%
658
84
$32K 0.02%
350
85
$31K 0.02%
200
86
$31K 0.02%
+1,495
87
$31K 0.02%
1,400
88
$30K 0.02%
610
89
$30K 0.02%
1,618
+35
90
$30K 0.02%
640
91
$29K 0.02%
950
92
$28K 0.02%
150
93
$28K 0.02%
96
-30
94
$28K 0.02%
167
95
$28K 0.02%
125
96
$27K 0.02%
904
-348
97
$27K 0.02%
460
98
$26K 0.02%
85
-30
99
$26K 0.02%
138
100
$25K 0.02%
8,000
2 3
4
5 6