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
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.16M
3
+$837K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$563K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$134K
4
IBM icon
IBM
IBM
+$63.1K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
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-1
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$5K ﹤0.01%
270
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$5K ﹤0.01%
100
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+267
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$4K ﹤0.01%
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$4K ﹤0.01%
+180
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$4K ﹤0.01%
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$4K ﹤0.01%
60
171
$4K ﹤0.01%
109
172
$4K ﹤0.01%
50
-34
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$3K ﹤0.01%
100
174
$3K ﹤0.01%
25
175
$3K ﹤0.01%
92
5 6
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