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
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16K 0.01%
100
102
$16K 0.01%
159
+1
103
$16K 0.01%
202
104
$16K 0.01%
1,473
105
$15K 0.01%
124
106
$15K 0.01%
250
107
$15K 0.01%
8,000
108
$14K 0.01%
723
109
$14K 0.01%
231
110
$14K 0.01%
406
111
$14K 0.01%
352
-46
112
$14K 0.01%
+511
113
$14K 0.01%
378
114
$14K 0.01%
660
115
$13K 0.01%
200
116
$13K 0.01%
100
117
$13K 0.01%
126
118
$13K 0.01%
384
119
$13K 0.01%
621
-4,159
120
$12K 0.01%
440
121
$12K 0.01%
200
122
$12K 0.01%
394
-380
123
$12K 0.01%
165
124
$12K 0.01%
+392
125
$11K 0.01%
775
3 4
5
6 7