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
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
2,416
102
$21K 0.01%
475
103
$21K 0.01%
950
104
$20K 0.01%
100
105
$20K 0.01%
233
106
$20K 0.01%
+297
107
$19K 0.01%
269
+15
108
$19K 0.01%
8,000
109
$18K 0.01%
2,385
110
$18K 0.01%
1,150
111
$17K 0.01%
167
112
$17K 0.01%
334
113
$17K 0.01%
300
114
$16K 0.01%
+750
115
$15K 0.01%
1,400
116
$15K 0.01%
1,310
117
$14K 0.01%
150
118
$14K 0.01%
245
119
$13K 0.01%
200
120
$13K 0.01%
398
121
$13K 0.01%
245
-72
122
$13K 0.01%
384
123
$13K 0.01%
316
124
$12K 0.01%
500
125
$12K 0.01%
125
-240
3 4
5
6 7