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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59K 0.03%
960
77
$56K 0.03%
200
78
$56K 0.03%
991
79
$54K 0.03%
308
80
$54K 0.03%
1,963
-70
81
$54K 0.03%
412
82
$53K 0.03%
1,002
83
$53K 0.03%
400
84
$52K 0.03%
5,294
85
$52K 0.03%
3,200
-1,720
86
$51K 0.03%
2,093
-400
87
$51K 0.03%
200
88
$49K 0.02%
1,495
89
$49K 0.02%
200
90
$45K 0.02%
423
91
$45K 0.02%
993
-357
92
$44K 0.02%
365
93
$44K 0.02%
658
94
$43K 0.02%
511
-100
95
$43K 0.02%
193
96
$43K 0.02%
1,125
97
$41K 0.02%
375
98
$39K 0.02%
167
99
$39K 0.02%
359
100
$39K 0.02%
205
2 3
4
5 6