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
$146M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$827K
3
+$317K
4
HSBC icon
HSBC
HSBC
+$212K
5
UA icon
Under Armour Class C
UA
+$188K

Top Sells

1
+$2.88M
2
+$520K
3
+$492K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$101K

Sector Composition

1 Communication Services 1.14%
2 Materials 0.88%
3 Consumer Staples 0.87%
4 Technology 0.58%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
233
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$18K 0.01%
315
-105
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$18K 0.01%
723
104
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210
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511
106
$17K 0.01%
250
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475
109
$16K 0.01%
100
-150
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500
111
$16K 0.01%
1,310
112
$15K 0.01%
1,400
113
$15K 0.01%
432
+150
114
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124
115
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245
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200
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$14K 0.01%
439
-21
118
$14K 0.01%
165
119
$13K 0.01%
200
120
$13K 0.01%
710
121
$13K 0.01%
200
122
$13K 0.01%
162
+1
123
$13K 0.01%
231
124
$13K 0.01%
600
125
$13K 0.01%
57
+45
3 4
5
6 7