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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$618K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$488K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$331K

Top Sells

1
+$3.13M
2
+$708K
3
+$506K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$471K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$192K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67K 0.03%
169
77
$67K 0.03%
1,299
+1
78
$64K 0.03%
568
79
$64K 0.03%
1,400
80
$62K 0.03%
991
81
$59K 0.03%
308
82
$58K 0.03%
200
83
$58K 0.03%
960
84
$58K 0.03%
400
85
$58K 0.03%
3,200
86
$57K 0.03%
412
87
$56K 0.03%
200
88
$55K 0.03%
2,093
89
$55K 0.03%
5,294
90
$55K 0.03%
1,002
91
$55K 0.03%
1,495
92
$52K 0.02%
1,863
-100
93
$52K 0.02%
200
94
$51K 0.02%
423
95
$50K 0.02%
515
+465
96
$47K 0.02%
999
+6
97
$44K 0.02%
193
98
$44K 0.02%
1,125
99
$43K 0.02%
511
100
$43K 0.02%
658
2 3
4
5 6