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
$147M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.45M
3
+$486K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$276K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$236K

Top Sells

1
+$93.1K
2
+$66.6K
3
+$64.5K
4
CMCSA icon
Comcast
CMCSA
+$53K
5
GIS icon
General Mills
GIS
+$45.3K

Sector Composition

1 Communication Services 1.27%
2 Consumer Staples 1.16%
3 Energy 0.76%
4 Technology 0.52%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
155
102
$18K 0.01%
398
103
$18K 0.01%
231
104
$18K 0.01%
346
105
$18K 0.01%
600
106
$18K 0.01%
660
107
$17K 0.01%
723
-314
108
$17K 0.01%
1,123
109
$17K 0.01%
1,310
110
$17K 0.01%
1,500
111
$16K 0.01%
157
112
$16K 0.01%
1,000
113
$16K 0.01%
500
+422
114
$16K 0.01%
4,500
115
$15K 0.01%
100
116
$15K 0.01%
231
117
$15K 0.01%
127
+32
118
$15K 0.01%
775
119
$15K 0.01%
177
120
$14K 0.01%
+500
121
$14K 0.01%
165
122
$14K 0.01%
349
+249
123
$13K 0.01%
406
124
$12K 0.01%
440
125
$12K 0.01%
200
3 4
5
6 7