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
$132M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$217K
3
+$207K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$133K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Top Sells

1
+$6.09M
2
+$2.75M
3
+$283K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$216K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$214K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 0.89%
3 Technology 0.46%
4 Energy 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
202
+71
102
$15K 0.01%
+150
103
$14K 0.01%
100
104
$14K 0.01%
1,000
105
$14K 0.01%
500
-2,014
106
$14K 0.01%
250
-2,650
107
$14K 0.01%
8,000
+3,500
108
$13K 0.01%
+100
109
$13K 0.01%
200
-1,800
110
$13K 0.01%
200
111
$13K 0.01%
231
112
$13K 0.01%
775
113
$13K 0.01%
384
114
$13K 0.01%
378
+178
115
$13K 0.01%
+300
116
$12K 0.01%
460
117
$12K 0.01%
500
118
$12K 0.01%
126
119
$12K 0.01%
+383
120
$12K 0.01%
124
-800
121
$12K 0.01%
89
122
$11K 0.01%
440
123
$11K 0.01%
360
+160
124
$11K 0.01%
62
+56
125
$11K 0.01%
165
3 4
5
6 7