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

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

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%
1,310
128
$14K 0.01%
150
129
$14K 0.01%
161
130
$14K 0.01%
775
131
$14K 0.01%
95
-40
132
$13K 0.01%
170
+2
133
$13K 0.01%
206
+86
134
$13K 0.01%
384
-55
135
$13K 0.01%
316
136
$13K 0.01%
381
137
$13K 0.01%
660
138
$12K 0.01%
220
139
$12K 0.01%
270
140
$12K 0.01%
112
141
$12K 0.01%
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142
$12K 0.01%
730
143
$12K 0.01%
190
+1
144
$12K 0.01%
200
145
$11K 0.01%
35
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146
$11K 0.01%
289
147
$11K 0.01%
51
148
$10K 0.01%
47
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149
$10K 0.01%
126
150
$10K 0.01%
406
4 5
6
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