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
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$341K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$147K

Top Sells

1
+$2.15M
2
+$2.04M
3
+$331K
4
HSBC icon
HSBC
HSBC
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$210K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.02%
1,215
102
$25K 0.02%
480
103
$25K 0.02%
480
-240
104
$25K 0.02%
2,670
105
$24K 0.01%
107
-50
106
$24K 0.01%
395
107
$23K 0.01%
413
108
$22K 0.01%
+363
109
$22K 0.01%
+564
110
$21K 0.01%
300
111
$21K 0.01%
176
112
$21K 0.01%
+2,416
113
$21K 0.01%
124
114
$21K 0.01%
438
-5,395
115
$21K 0.01%
555
116
$20K 0.01%
100
117
$20K 0.01%
723
118
$20K 0.01%
233
119
$19K 0.01%
180
120
$19K 0.01%
406
+3
121
$19K 0.01%
100
122
$18K 0.01%
148
123
$18K 0.01%
250
-150
124
$16K 0.01%
1,310
125
$16K 0.01%
1,000
3 4
5
6 7