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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.11M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1
+$2.69M
2
+$1.14M
3
+$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
54
-50
152
$5K ﹤0.01%
300
153
$5K ﹤0.01%
27
154
$5K ﹤0.01%
210
155
$5K ﹤0.01%
270
156
$5K ﹤0.01%
115
157
$5K ﹤0.01%
60
158
$4K ﹤0.01%
25
159
$4K ﹤0.01%
135
+35
160
$4K ﹤0.01%
39
+10
161
$4K ﹤0.01%
114
162
$4K ﹤0.01%
35
163
$4K ﹤0.01%
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164
$4K ﹤0.01%
100
165
$4K ﹤0.01%
15
166
$4K ﹤0.01%
70
167
$4K ﹤0.01%
180
168
$4K ﹤0.01%
76
169
$4K ﹤0.01%
50
170
$4K ﹤0.01%
130
171
$4K ﹤0.01%
118
172
$3K ﹤0.01%
100
173
$3K ﹤0.01%
29
174
$3K ﹤0.01%
55
175
$3K ﹤0.01%
48
5 6
7
8 9