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
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.16M
3
+$837K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$563K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$134K
4
IBM icon
IBM
IBM
+$63.1K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
1,500
127
$12K 0.01%
440
128
$12K 0.01%
200
129
$12K 0.01%
406
130
$12K 0.01%
89
131
$12K 0.01%
381
132
$11K 0.01%
138
+50
133
$11K 0.01%
282
134
$11K 0.01%
600
135
$11K 0.01%
245
136
$10K 0.01%
460
137
$10K 0.01%
131
-46
138
$10K 0.01%
100
139
$9K 0.01%
165
140
$9K 0.01%
+170
141
$8K 0.01%
160
142
$8K 0.01%
+200
143
$8K 0.01%
1,260
144
$7K ﹤0.01%
500
145
$7K ﹤0.01%
300
146
$7K ﹤0.01%
80
+1
147
$7K ﹤0.01%
100
148
$6K ﹤0.01%
455
149
$6K ﹤0.01%
50
150
$5K ﹤0.01%
280
4 5
6
7 8