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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$186K
3
+$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1
+$670K
2
+$453K
3
+$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
520
102
$18K 0.01%
511
-320
103
$17K 0.01%
480
104
$17K 0.01%
+200
105
$17K 0.01%
+405
106
$17K 0.01%
250
107
$17K 0.01%
535
108
$16K 0.01%
460
109
$16K 0.01%
1,400
110
$16K 0.01%
100
111
$16K 0.01%
500
112
$16K 0.01%
460
+21
113
$16K 0.01%
481
+87
114
$16K 0.01%
660
115
$15K 0.01%
+167
116
$15K 0.01%
200
117
$15K 0.01%
160
118
$15K 0.01%
528
+128
119
$15K 0.01%
124
120
$14K 0.01%
100
121
$14K 0.01%
231
122
$13K 0.01%
300
123
$13K 0.01%
352
124
$13K 0.01%
165
125
$12K 0.01%
200
+50
3 4
5
6 7