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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.71M
3
+$821K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$801K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$677K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$796K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$335K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
381
127
$14K 0.01%
62
128
$14K 0.01%
339
+102
129
$14K 0.01%
217
+1
130
$14K 0.01%
+200
131
$13K 0.01%
245
132
$13K 0.01%
70
133
$13K 0.01%
5,291
134
$13K 0.01%
300
135
$12K 0.01%
550
136
$12K 0.01%
2,000
137
$12K 0.01%
158
138
$12K 0.01%
341
+121
139
$12K 0.01%
650
140
$12K 0.01%
187
-110
141
$11K 0.01%
170
142
$11K 0.01%
750
143
$11K 0.01%
65
144
$11K 0.01%
160
145
$11K 0.01%
160
146
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250
147
$11K 0.01%
161
148
$11K 0.01%
600
149
$11K 0.01%
570
150
$11K 0.01%
1,271
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4 5
6
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