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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K 0.01%
500
127
$23K 0.01%
400
128
$23K 0.01%
230
129
$23K 0.01%
1,271
130
$23K 0.01%
1,048
-35
131
$23K 0.01%
381
132
$22K 0.01%
134
133
$21K 0.01%
279
+59
134
$20K 0.01%
100
135
$19K 0.01%
170
136
$19K 0.01%
100
137
$19K 0.01%
1,310
138
$18K 0.01%
76
+22
139
$18K 0.01%
50
140
$18K 0.01%
5,291
141
$17K 0.01%
161
142
$17K 0.01%
160
143
$17K 0.01%
160
144
$17K 0.01%
250
145
$16K 0.01%
550
146
$16K 0.01%
365
147
$15K 0.01%
62
148
$15K 0.01%
245
149
$15K 0.01%
161
150
$15K 0.01%
+150
4 5
6
7 8