LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$591K
3
+$590K
4
IAU icon
iShares Gold Trust
IAU
+$585K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$577K

Top Sells

1
+$1.71M
2
+$1.16M
3
+$700K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$320K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$208K

Sector Composition

1 Consumer Staples 1.34%
2 Technology 1.07%
3 Utilities 0.38%
4 Industrials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26K 0.01%
167
102
$26K 0.01%
276
-2,210
103
$26K 0.01%
85
+4
104
$26K 0.01%
1,000
105
$25K 0.01%
543
106
$25K 0.01%
246
107
$25K 0.01%
359
108
$25K 0.01%
340
+220
109
$24K 0.01%
413
110
$23K 0.01%
300
+100
111
$23K 0.01%
104
+34
112
$22K 0.01%
1,200
113
$22K 0.01%
+255
114
$21K 0.01%
100
115
$21K 0.01%
233
116
$21K 0.01%
500
117
$21K 0.01%
65
118
$21K 0.01%
870
119
$21K 0.01%
+700
120
$21K 0.01%
+100
121
$20K 0.01%
400
122
$20K 0.01%
+667
123
$20K 0.01%
500
124
$18K 0.01%
723
125
$18K 0.01%
75
3 4
5
6 7