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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K 0.01%
158
152
$15K 0.01%
570
153
$14K 0.01%
300
+10
154
$14K 0.01%
300
155
$14K 0.01%
+85
156
$14K 0.01%
+200
157
$14K 0.01%
187
158
$14K 0.01%
85
-3,565
159
$14K 0.01%
200
160
$14K 0.01%
1,333
161
$13K 0.01%
52
162
$13K 0.01%
133
163
$13K 0.01%
102
164
$13K 0.01%
300
165
$12K 0.01%
36
166
$12K 0.01%
650
167
$12K 0.01%
575
168
$12K 0.01%
20
169
$11K 0.01%
50
-7
170
$11K 0.01%
208
171
$11K 0.01%
29
172
$11K 0.01%
210
173
$11K 0.01%
175
-575
174
$11K 0.01%
50
-25
175
$10K 0.01%
+380
5 6
7
8 9