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
$147M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
48
-41
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$6K ﹤0.01%
210
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$6K ﹤0.01%
+100
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$5K ﹤0.01%
280
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210
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$5K ﹤0.01%
125
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$4K ﹤0.01%
+118
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$4K ﹤0.01%
130
-16
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$4K ﹤0.01%
+75
166
$4K ﹤0.01%
65
+1
167
$4K ﹤0.01%
180
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$4K ﹤0.01%
25
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$4K ﹤0.01%
250
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$4K ﹤0.01%
300
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$4K ﹤0.01%
50
174
$4K ﹤0.01%
88
-20
175
$4K ﹤0.01%
270
5 6
7
8 9