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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39K 0.02%
+665
102
$38K 0.02%
96
+12
103
$38K 0.02%
512
104
$38K 0.02%
699
105
$35K 0.02%
307
-850
106
$35K 0.02%
65
107
$35K 0.02%
395
108
$35K 0.02%
8,000
109
$34K 0.02%
870
110
$34K 0.02%
120
111
$32K 0.02%
117
112
$32K 0.02%
610
113
$31K 0.02%
255
114
$29K 0.01%
543
115
$29K 0.01%
132
116
$28K 0.01%
1,200
117
$28K 0.01%
124
+20
118
$27K 0.01%
700
119
$27K 0.01%
500
120
$25K 0.01%
2,000
121
$25K 0.01%
216
-60
122
$25K 0.01%
100
123
$25K 0.01%
667
124
$24K 0.01%
75
+60
125
$23K 0.01%
723
3 4
5
6 7