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
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
381
127
$11K 0.01%
210
128
$10K 0.01%
400
-300
129
$10K 0.01%
245
130
$10K 0.01%
62
131
$10K 0.01%
335
132
$9K 0.01%
150
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$9K 0.01%
282
134
$9K 0.01%
264
135
$8K 0.01%
138
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$8K 0.01%
125
137
$8K 0.01%
160
138
$8K 0.01%
100
139
$8K 0.01%
466
140
$8K 0.01%
165
141
$8K 0.01%
+200
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$8K 0.01%
150
-150
143
$7K ﹤0.01%
150
144
$7K ﹤0.01%
150
145
$7K ﹤0.01%
500
146
$7K ﹤0.01%
82
+2
147
$7K ﹤0.01%
150
148
$6K ﹤0.01%
300
149
$6K ﹤0.01%
50
150
$6K ﹤0.01%
+70
4 5
6
7 8