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
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
70
127
$12K 0.01%
250
128
$12K 0.01%
1,600
129
$12K 0.01%
381
130
$12K 0.01%
475
131
$11K 0.01%
150
-54
132
$11K 0.01%
420
-650
133
$11K 0.01%
270
134
$11K 0.01%
171
+1
135
$11K 0.01%
161
136
$11K 0.01%
775
137
$11K 0.01%
41
138
$10K 0.01%
220
139
$10K 0.01%
406
140
$10K 0.01%
90
+1
141
$10K 0.01%
112
142
$10K 0.01%
76
-19
143
$9K 0.01%
300
144
$9K 0.01%
50
-900
145
$9K 0.01%
371
146
$9K 0.01%
146
+70
147
$8K 0.01%
126
148
$8K 0.01%
65
149
$8K 0.01%
135
150
$8K 0.01%
82
-74
4 5
6
7 8