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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$618K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$488K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$331K

Top Sells

1
+$3.13M
2
+$708K
3
+$506K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$471K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$192K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42K 0.02%
365
102
$42K 0.02%
167
103
$41K 0.02%
359
104
$41K 0.02%
96
105
$40K 0.02%
65
106
$39K 0.02%
665
107
$36K 0.02%
870
108
$36K 0.02%
395
109
$36K 0.02%
610
110
$35K 0.02%
307
111
$35K 0.02%
699
112
$34K 0.02%
8,000
113
$31K 0.01%
543
114
$31K 0.01%
255
115
$31K 0.01%
135
+3
116
$30K 0.01%
2,000
117
$30K 0.01%
100
-20
118
$30K 0.01%
155
-50
119
$29K 0.01%
700
120
$29K 0.01%
124
121
$29K 0.01%
500
122
$28K 0.01%
1,200
123
$28K 0.01%
100
124
$27K 0.01%
75
125
$27K 0.01%
667
3 4
5
6 7