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
$132M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$230K
3
+$219K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$130K

Top Sells

1
+$6.09M
2
+$3.02M
3
+$284K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$229K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$229K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 0.89%
3 Technology 0.46%
4 Energy 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
300
152
$6K ﹤0.01%
100
153
$5K ﹤0.01%
300
154
$5K ﹤0.01%
108
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$5K ﹤0.01%
130
156
$5K ﹤0.01%
+82
157
$5K ﹤0.01%
210
158
$5K ﹤0.01%
200
159
$5K ﹤0.01%
100
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$5K ﹤0.01%
318
+68
161
$5K ﹤0.01%
146
+80
162
$5K ﹤0.01%
+68
163
$5K ﹤0.01%
+125
164
$4K ﹤0.01%
+50
165
$4K ﹤0.01%
280
166
$4K ﹤0.01%
+54
167
$4K ﹤0.01%
+250
168
$4K ﹤0.01%
100
169
$4K ﹤0.01%
270
170
$4K ﹤0.01%
180
171
$4K ﹤0.01%
64
172
$4K ﹤0.01%
60
173
$3K ﹤0.01%
80
-1,310
174
$3K ﹤0.01%
100
175
$3K ﹤0.01%
152
5 6
7
8 9