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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.11M
3 +$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1 +$2.69M
2 +$1.14M
3 +$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$20K 0.01%
480
-40
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460
103
$19K 0.01%
233
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$19K 0.01%
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$18K 0.01%
250
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$17K 0.01%
1,310
107
$17K 0.01%
200
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$17K 0.01%
533
+130
109
$17K 0.01%
100
110
$16K 0.01%
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500
112
$16K 0.01%
710
113
$15K 0.01%
245
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$15K 0.01%
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$14K 0.01%
439
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$14K 0.01%
57
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$14K 0.01%
600
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$14K 0.01%
231
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$13K 0.01%
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120
$13K 0.01%
150
-100
121
$13K 0.01%
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+1
122
$13K 0.01%
200
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$12K 0.01%
381
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$12K 0.01%
200
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$11K 0.01%
1,200