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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$186K
3
+$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1
+$670K
2
+$453K
3
+$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
300
152
$5K ﹤0.01%
210
153
$5K ﹤0.01%
130
154
$5K ﹤0.01%
1,260
155
$5K ﹤0.01%
210
156
$4K ﹤0.01%
118
157
$4K ﹤0.01%
267
158
$4K ﹤0.01%
130
159
$4K ﹤0.01%
60
160
$4K ﹤0.01%
41
+16
161
$4K ﹤0.01%
180
162
$4K ﹤0.01%
+70
163
$4K ﹤0.01%
280
164
$4K ﹤0.01%
54
165
$4K ﹤0.01%
27
166
$4K ﹤0.01%
+84
167
$4K ﹤0.01%
114
+76
168
$4K ﹤0.01%
110
169
$4K ﹤0.01%
270
170
$4K ﹤0.01%
41
+8
171
$4K ﹤0.01%
115
172
$3K ﹤0.01%
100
173
$3K ﹤0.01%
25
174
$3K ﹤0.01%
10
175
$3K ﹤0.01%
100
5 6
7
8 9