LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$771K
3
+$325K
4
HSBC icon
HSBC
HSBC
+$207K
5
UA icon
Under Armour Class C
UA
+$207K

Top Sells

1
+$2.95M
2
+$518K
3
+$481K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$231K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$98.4K

Sector Composition

1 Communication Services 1.14%
2 Materials 0.88%
3 Consumer Staples 0.87%
4 Technology 0.58%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
775
127
$12K 0.01%
403
-78
128
$12K 0.01%
660
129
$11K 0.01%
200
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$11K 0.01%
400
-128
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$10K 0.01%
104
+50
132
$10K 0.01%
125
133
$10K 0.01%
146
-50
134
$10K 0.01%
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135
$10K 0.01%
381
136
$9K 0.01%
+88
137
$9K 0.01%
1,200
138
$9K 0.01%
195
+177
139
$9K 0.01%
300
140
$9K 0.01%
126
141
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142
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406
143
$9K 0.01%
86
+1
144
$9K 0.01%
83
145
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250
146
$8K 0.01%
50
147
$8K 0.01%
165
148
$7K ﹤0.01%
191
-131
149
$7K ﹤0.01%
135
150
$7K ﹤0.01%
150
4 5
6
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