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
$180M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$585K
3
+$580K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$577K
5
IAU icon
iShares Gold Trust
IAU
+$576K

Top Sells

1
+$1.74M
2
+$1.18M
3
+$704K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$324K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$208K

Sector Composition

1 Consumer Staples 1.34%
2 Technology 1.07%
3 Utilities 0.38%
4 Industrials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45K 0.03%
2,909
77
$45K 0.03%
658
78
$45K 0.03%
8,000
79
$44K 0.02%
2,492
+70
80
$44K 0.02%
1,002
81
$43K 0.02%
200
82
$43K 0.02%
1,524
83
$43K 0.02%
423
84
$43K 0.02%
412
+333
85
$42K 0.02%
1,495
86
$42K 0.02%
200
87
$41K 0.02%
512
-315
88
$40K 0.02%
365
89
$38K 0.02%
400
90
$34K 0.02%
205
91
$34K 0.02%
308
92
$33K 0.02%
375
93
$33K 0.02%
300
94
$30K 0.02%
699
95
$29K 0.02%
193
-15
96
$29K 0.02%
500
97
$28K 0.02%
84
-24
98
$27K 0.02%
395
99
$27K 0.02%
610
100
$26K 0.01%
117
2 3
4
5 6