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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K 0.01%
371
152
$9K 0.01%
117
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$9K 0.01%
89
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$9K 0.01%
135
155
$9K 0.01%
200
156
$9K 0.01%
165
157
$9K 0.01%
75
158
$8K ﹤0.01%
54
159
$8K ﹤0.01%
225
160
$8K ﹤0.01%
27
161
$8K ﹤0.01%
300
162
$8K ﹤0.01%
176
+83
163
$8K ﹤0.01%
+83
164
$8K ﹤0.01%
100
165
$8K ﹤0.01%
68
+43
166
$7K ﹤0.01%
65
167
$7K ﹤0.01%
210
168
$7K ﹤0.01%
200
169
$7K ﹤0.01%
59
+34
170
$6K ﹤0.01%
50
171
$6K ﹤0.01%
65
+56
172
$6K ﹤0.01%
+76
173
$6K ﹤0.01%
73
+50
174
$6K ﹤0.01%
80
175
$6K ﹤0.01%
+69
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