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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.11M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1
+$2.69M
2
+$1.14M
3
+$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
282
-150
127
$11K 0.01%
400
128
$11K 0.01%
300
129
$11K 0.01%
775
130
$11K 0.01%
120
-90
131
$11K 0.01%
660
132
$10K 0.01%
250
133
$10K 0.01%
125
134
$10K 0.01%
146
135
$9K 0.01%
138
-240
136
$9K 0.01%
126
137
$9K 0.01%
406
138
$9K 0.01%
86
139
$9K 0.01%
160
140
$9K 0.01%
165
141
$8K 0.01%
50
142
$7K ﹤0.01%
150
143
$7K ﹤0.01%
280
144
$7K ﹤0.01%
135
145
$7K ﹤0.01%
150
146
$6K ﹤0.01%
200
147
$6K ﹤0.01%
110
148
$6K ﹤0.01%
41
149
$6K ﹤0.01%
130
150
$6K ﹤0.01%
50
-33
4 5
6
7 8