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
$146M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$827K
3
+$317K
4
HSBC icon
HSBC
HSBC
+$212K
5
UA icon
Under Armour Class C
UA
+$188K

Top Sells

1
+$2.88M
2
+$520K
3
+$492K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$101K

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
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$12K 0.01%
660
129
$11K 0.01%
200
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$11K 0.01%
400
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$10K 0.01%
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+50
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$10K 0.01%
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-50
134
$10K 0.01%
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$10K 0.01%
381
136
$9K 0.01%
1,200
137
$9K 0.01%
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+177
138
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300
139
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126
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143
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83
144
$9K 0.01%
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145
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250
146
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50
147
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165
148
$7K ﹤0.01%
191
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149
$7K ﹤0.01%
135
150
$7K ﹤0.01%
150
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