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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.71M
3
+$821K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$801K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$677K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$796K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$335K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41K 0.02%
658
77
$40K 0.02%
1,002
78
$39K 0.02%
400
79
$39K 0.02%
423
80
$39K 0.02%
1,495
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81
$37K 0.02%
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82
$36K 0.02%
200
83
$36K 0.02%
1,524
84
$36K 0.02%
200
85
$35K 0.02%
2,525
-7,575
86
$34K 0.02%
2,909
87
$34K 0.02%
300
88
$33K 0.02%
365
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89
$33K 0.02%
108
90
$33K 0.02%
600
91
$32K 0.02%
308
92
$30K 0.02%
208
-5,520
93
$29K 0.02%
699
94
$28K 0.02%
205
95
$27K 0.02%
360
96
$27K 0.02%
500
97
$27K 0.02%
610
98
$25K 0.01%
117
99
$25K 0.01%
167
100
$25K 0.01%
359
2 3
4
5 6