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
$180M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$591K
3
+$590K
4
IAU icon
iShares Gold Trust
IAU
+$585K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$577K

Top Sells

1
+$1.71M
2
+$1.16M
3
+$700K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$320K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$208K

Sector Composition

1 Consumer Staples 1.34%
2 Technology 1.07%
3 Utilities 0.38%
4 Industrials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K 0.01%
161
152
$12K 0.01%
650
153
$12K 0.01%
570
154
$12K 0.01%
1,083
155
$12K 0.01%
102
156
$12K 0.01%
+1,333
157
$11K 0.01%
290
158
$11K 0.01%
27
159
$11K 0.01%
250
160
$11K 0.01%
187
161
$10K 0.01%
5,291
162
$10K 0.01%
300
163
$10K 0.01%
+667
164
$10K 0.01%
36
165
$10K 0.01%
170
166
$9K 0.01%
250
-91
167
$9K 0.01%
170
168
$9K 0.01%
575
169
$9K 0.01%
165
170
$9K 0.01%
900
171
$8K ﹤0.01%
100
172
$8K ﹤0.01%
54
173
$8K ﹤0.01%
208
174
$8K ﹤0.01%
775
175
$8K ﹤0.01%
210
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7
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