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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.71M
3
+$821K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$801K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$677K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$796K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$335K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.01%
395
102
$24K 0.01%
413
103
$24K 0.01%
81
104
$24K 0.01%
1,000
105
$23K 0.01%
246
+226
106
$23K 0.01%
1,200
107
$21K 0.01%
870
-125
108
$21K 0.01%
543
109
$20K 0.01%
65
+15
110
$19K 0.01%
100
111
$19K 0.01%
233
112
$19K 0.01%
723
113
$19K 0.01%
494
-200
114
$18K 0.01%
65
115
$18K 0.01%
77
116
$18K 0.01%
400
117
$18K 0.01%
500
118
$18K 0.01%
476
+176
119
$17K 0.01%
75
120
$17K 0.01%
230
-223
121
$17K 0.01%
500
122
$17K 0.01%
1,310
123
$15K 0.01%
161
124
$15K 0.01%
300
125
$15K 0.01%
50
3 4
5
6 7