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
$148M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$669K
3
+$90.7K
4
CMI icon
Cummins
CMI
+$72.8K
5
PG icon
Procter & Gamble
PG
+$68.6K

Top Sells

1
+$1.69M
2
+$951K
3
+$845K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$626K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$577K

Sector Composition

1 Communication Services 1.09%
2 Consumer Staples 1.03%
3 Materials 0.99%
4 Technology 0.5%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K ﹤0.01%
250
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$7K ﹤0.01%
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+65
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150
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$5K ﹤0.01%
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$5K ﹤0.01%
60
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$5K ﹤0.01%
+146
162
$4K ﹤0.01%
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$4K ﹤0.01%
280
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$4K ﹤0.01%
10
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$4K ﹤0.01%
27
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$4K ﹤0.01%
84
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$4K ﹤0.01%
114
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$4K ﹤0.01%
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169
$4K ﹤0.01%
270
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$4K ﹤0.01%
410
171
$4K ﹤0.01%
70
172
$4K ﹤0.01%
180
173
$4K ﹤0.01%
100
174
$4K ﹤0.01%
152
175
$4K ﹤0.01%
100
-130
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