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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$298K
3
+$239K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$211K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$138K

Top Sells

1
+$589K
2
+$416K
3
+$152K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$50.8K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.7K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
410
127
$15K 0.01%
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128
$14K 0.01%
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129
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170
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136
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$13K 0.01%
660
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$12K 0.01%
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139
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144
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148
$10K 0.01%
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$10K 0.01%
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150
$10K 0.01%
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