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
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.02%
2,670
77
$30K 0.02%
2,909
-156
78
$30K 0.02%
1,863
+190
79
$30K 0.02%
1,495
80
$30K 0.02%
1,690
81
$29K 0.02%
843
-453
82
$29K 0.02%
+171
83
$29K 0.02%
1,800
-13,644
84
$28K 0.02%
1,608
-1,284
85
$28K 0.02%
800
86
$27K 0.02%
108
+3
87
$27K 0.02%
108
88
$27K 0.02%
610
89
$26K 0.02%
640
90
$26K 0.02%
125
91
$26K 0.02%
350
-48
92
$26K 0.02%
929
-403
93
$25K 0.02%
480
94
$25K 0.02%
480
-100
95
$25K 0.02%
500
96
$25K 0.02%
413
97
$25K 0.02%
500
98
$23K 0.02%
723
99
$22K 0.02%
395
100
$21K 0.01%
1,010
2 3
4
5 6