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
$147M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.44M
3
+$485K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$276K
5
HDV
iShares Core High Dividend ETF
HDV
+$241K

Top Sells

1
+$93K
2
+$66.5K
3
+$62.6K
4
CMCSA icon
Comcast
CMCSA
+$54.1K
5
GIS icon
General Mills
GIS
+$42.7K

Sector Composition

1 Communication Services 1.27%
2 Consumer Staples 1.16%
3 Energy 0.76%
4 Technology 0.52%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
270
152
$5K ﹤0.01%
115
153
$5K ﹤0.01%
+44
154
$5K ﹤0.01%
+91
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$5K ﹤0.01%
188
156
$5K ﹤0.01%
300
157
$5K ﹤0.01%
201
+41
158
$5K ﹤0.01%
210
159
$5K ﹤0.01%
+180
160
$4K ﹤0.01%
25
161
$4K ﹤0.01%
280
+180
162
$4K ﹤0.01%
10
163
$4K ﹤0.01%
100
164
$4K ﹤0.01%
65
165
$4K ﹤0.01%
160
166
$4K ﹤0.01%
100
+35
167
$4K ﹤0.01%
+38
168
$4K ﹤0.01%
455
169
$4K ﹤0.01%
64
+1
170
$4K ﹤0.01%
+88
171
$4K ﹤0.01%
60
172
$4K ﹤0.01%
109
173
$4K ﹤0.01%
+59
174
$4K ﹤0.01%
250
175
$4K ﹤0.01%
+140
5 6
7
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