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
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$341K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$147K

Top Sells

1
+$2.15M
2
+$2.04M
3
+$331K
4
HSBC icon
HSBC
HSBC
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$210K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.01%
316
152
$11K 0.01%
+445
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$11K 0.01%
150
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$10K 0.01%
125
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$10K 0.01%
300
156
$10K 0.01%
88
+1
157
$10K 0.01%
+570
158
$10K 0.01%
+730
159
$10K 0.01%
+371
160
$10K 0.01%
165
161
$9K 0.01%
150
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$9K 0.01%
54
163
$9K 0.01%
126
164
$9K 0.01%
200
165
$9K 0.01%
82
-250
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$9K 0.01%
52
-49
167
$9K 0.01%
289
168
$8K ﹤0.01%
65
169
$8K ﹤0.01%
135
170
$8K ﹤0.01%
410
171
$8K ﹤0.01%
+50
172
$7K ﹤0.01%
80
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173
$7K ﹤0.01%
110
174
$7K ﹤0.01%
200
175
$7K ﹤0.01%
100
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7
8 9