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
$147M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.45M
3
+$486K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$276K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$236K

Top Sells

1
+$93.1K
2
+$66.6K
3
+$64.5K
4
CMCSA icon
Comcast
CMCSA
+$53K
5
GIS icon
General Mills
GIS
+$45.3K

Sector Composition

1 Communication Services 1.27%
2 Consumer Staples 1.16%
3 Energy 0.76%
4 Technology 0.52%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
245
127
$12K 0.01%
89
128
$12K 0.01%
381
129
$11K 0.01%
282
130
$11K 0.01%
600
131
$9K 0.01%
460
132
$9K 0.01%
1,400
133
$9K 0.01%
100
134
$9K 0.01%
750
135
$9K 0.01%
165
136
$9K 0.01%
1,260
137
$8K 0.01%
79
138
$8K 0.01%
160
139
$7K ﹤0.01%
88
140
$7K ﹤0.01%
300
141
$7K ﹤0.01%
100
142
$7K ﹤0.01%
84
+34
143
$7K ﹤0.01%
86
144
$6K ﹤0.01%
500
145
$6K ﹤0.01%
200
146
$6K ﹤0.01%
50
147
$6K ﹤0.01%
+61
148
$6K ﹤0.01%
100
149
$5K ﹤0.01%
300
150
$5K ﹤0.01%
201
+41
4 5
6
7 8