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
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$341K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$147K

Top Sells

1
+$2.15M
2
+$2.04M
3
+$331K
4
HSBC icon
HSBC
HSBC
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$210K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.01%
207
+18
127
$16K 0.01%
245
128
$16K 0.01%
1,000
129
$16K 0.01%
1,310
130
$15K 0.01%
150
-50
131
$15K 0.01%
570
-150
132
$15K 0.01%
200
133
$15K 0.01%
+245
134
$15K 0.01%
57
135
$15K 0.01%
135
136
$15K 0.01%
381
137
$15K 0.01%
475
138
$14K 0.01%
200
139
$14K 0.01%
600
140
$14K 0.01%
150
141
$14K 0.01%
200
142
$13K 0.01%
775
143
$13K 0.01%
189
144
$12K 0.01%
220
145
$12K 0.01%
166
+1
146
$12K 0.01%
439
147
$12K 0.01%
660
148
$11K 0.01%
400
149
$11K 0.01%
406
150
$11K 0.01%
+112
4 5
6
7 8