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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39K 0.02%
260
77
$38K 0.02%
1,280
-145
78
$38K 0.02%
398
+48
79
$36K 0.02%
511
80
$36K 0.02%
1,495
81
$36K 0.02%
200
82
$36K 0.02%
1,140
+3
83
$36K 0.02%
700
84
$35K 0.02%
1,890
85
$35K 0.02%
580
+100
86
$35K 0.02%
1,690
87
$31K 0.02%
660
88
$31K 0.02%
105
+38
89
$31K 0.02%
658
90
$30K 0.02%
2,670
91
$30K 0.02%
1,150
92
$30K 0.02%
610
93
$30K 0.02%
+1,600
94
$29K 0.02%
480
95
$29K 0.02%
108
96
$28K 0.02%
334
97
$27K 0.02%
+500
98
$26K 0.02%
1,070
+650
99
$26K 0.02%
395
100
$25K 0.01%
167
2 3
4
5 6