LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
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
+$1.48M
2
+$1.16M
3
+$839K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$566K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$137K
4
IBM icon
IBM
IBM
+$65.3K
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%
155
107
$17K 0.01%
398
108
$17K 0.01%
660
109
$17K 0.01%
158
+1
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
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116
$16K 0.01%
1,310
117
$15K 0.01%
+126
118
$15K 0.01%
1,000
119
$14K 0.01%
165
120
$14K 0.01%
100
121
$14K 0.01%
4,500
122
$13K 0.01%
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123
$13K 0.01%
500
124
$13K 0.01%
106
-21
125
$13K 0.01%
621
+600
3 4
5
6 7