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
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.16M
3
+$837K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$563K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$134K
4
IBM icon
IBM
IBM
+$63.1K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
658
102
$20K 0.01%
470
103
$19K 0.01%
334
104
$18K 0.01%
1,400
105
$18K 0.01%
600
106
$17K 0.01%
158
+1
107
$17K 0.01%
155
108
$17K 0.01%
398
109
$17K 0.01%
660
110
$16K 0.01%
723
111
$16K 0.01%
231
112
$16K 0.01%
775
113
$16K 0.01%
500
114
$16K 0.01%
1,123
115
$16K 0.01%
446
+100
116
$16K 0.01%
1,310
117
$15K 0.01%
1,000
118
$15K 0.01%
+126
119
$14K 0.01%
100
120
$14K 0.01%
165
121
$14K 0.01%
4,500
122
$13K 0.01%
500
123
$13K 0.01%
106
-21
124
$13K 0.01%
+384
125
$13K 0.01%
621
+600
3 4
5
6 7