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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$186K
3
+$122K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1
+$670K
2
+$453K
3
+$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
775
127
$12K 0.01%
245
128
$11K 0.01%
710
129
$11K 0.01%
200
130
$11K 0.01%
126
131
$11K 0.01%
531
+65
132
$10K 0.01%
125
133
$10K 0.01%
282
134
$10K 0.01%
85
+1
135
$10K 0.01%
160
136
$10K 0.01%
381
137
$9K 0.01%
138
138
$9K 0.01%
406
139
$9K 0.01%
+230
140
$8K 0.01%
165
141
$8K 0.01%
+83
142
$7K ﹤0.01%
50
143
$7K ﹤0.01%
+160
144
$7K ﹤0.01%
150
145
$6K ﹤0.01%
150
146
$6K ﹤0.01%
700
147
$6K ﹤0.01%
200
148
$6K ﹤0.01%
318
149
$5K ﹤0.01%
250
150
$5K ﹤0.01%
186
+116
4 5
6
7 8