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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K 0.01%
200
152
$8K 0.01%
570
-160
153
$8K 0.01%
165
154
$8K 0.01%
+79
155
$8K 0.01%
75
156
$7K ﹤0.01%
54
157
$7K ﹤0.01%
117
158
$7K ﹤0.01%
225
159
$7K ﹤0.01%
27
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$7K ﹤0.01%
200
161
$6K ﹤0.01%
210
162
$6K ﹤0.01%
200
163
$6K ﹤0.01%
120
-86
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$6K ﹤0.01%
100
165
$6K ﹤0.01%
165
-25
166
$6K ﹤0.01%
130
167
$6K ﹤0.01%
289
168
$6K ﹤0.01%
660
169
$5K ﹤0.01%
550
170
$5K ﹤0.01%
50
171
$5K ﹤0.01%
80
172
$4K ﹤0.01%
100
173
$4K ﹤0.01%
300
174
$4K ﹤0.01%
29
175
$4K ﹤0.01%
39
5 6
7
8 9