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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.67M
3
+$792K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$768K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$609K

Top Sells

1
+$3.08M
2
+$1.1M
3
+$724K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$571K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$328K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.01%
1,083
-525
152
$11K 0.01%
102
153
$11K 0.01%
200
154
$10K 0.01%
575
-575
155
$10K 0.01%
208
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$10K 0.01%
365
157
$10K 0.01%
27
158
$10K 0.01%
316
159
$9K 0.01%
170
160
$9K 0.01%
290
161
$9K 0.01%
36
162
$9K 0.01%
400
163
$9K 0.01%
200
164
$9K 0.01%
+520
165
$8K ﹤0.01%
36
166
$8K ﹤0.01%
165
167
$8K ﹤0.01%
79
168
$8K ﹤0.01%
120
169
$8K ﹤0.01%
40
170
$8K ﹤0.01%
775
171
$8K ﹤0.01%
210
172
$8K ﹤0.01%
200
173
$8K ﹤0.01%
170
174
$7K ﹤0.01%
54
175
$7K ﹤0.01%
132
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7
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