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
$132M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$217K
3
+$207K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$133K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Top Sells

1
+$6.09M
2
+$2.75M
3
+$283K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$216K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$214K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 0.89%
3 Technology 0.46%
4 Energy 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
660
127
$10K 0.01%
+97
128
$10K 0.01%
335
+220
129
$10K 0.01%
381
130
$9K 0.01%
138
131
$9K 0.01%
+125
132
$9K 0.01%
282
133
$9K 0.01%
245
134
$9K 0.01%
264
+149
135
$9K 0.01%
100
136
$9K 0.01%
+94
137
$9K 0.01%
210
+40
138
$8K 0.01%
+150
139
$8K 0.01%
+150
140
$8K 0.01%
160
141
$8K 0.01%
165
142
$8K 0.01%
210
-5,609
143
$7K 0.01%
80
144
$6K ﹤0.01%
+150
145
$6K ﹤0.01%
500
146
$6K ﹤0.01%
300
147
$6K ﹤0.01%
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148
$6K ﹤0.01%
100
149
$6K ﹤0.01%
+100
150
$6K ﹤0.01%
466
+11
4 5
6
7 8