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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.01%
+500
102
$25K 0.01%
2,416
103
$24K 0.01%
1,010
104
$24K 0.01%
1,673
105
$23K 0.01%
100
106
$23K 0.01%
723
107
$23K 0.01%
413
108
$22K 0.01%
640
109
$22K 0.01%
2,385
110
$22K 0.01%
254
+12
111
$22K 0.01%
+475
112
$21K 0.01%
1,400
113
$20K 0.01%
317
+72
114
$20K 0.01%
300
115
$20K 0.01%
8,000
116
$19K 0.01%
233
117
$19K 0.01%
950
118
$18K 0.01%
156
+8
119
$16K 0.01%
475
120
$15K 0.01%
204
+54
121
$15K 0.01%
200
122
$15K 0.01%
+398
123
$15K 0.01%
245
124
$15K 0.01%
500
125
$15K 0.01%
250
3 4
5
6 7