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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$618K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$488K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$331K

Top Sells

1
+$3.13M
2
+$708K
3
+$506K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$471K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$192K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16K 0.01%
245
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155
$16K 0.01%
200
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$16K 0.01%
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$16K 0.01%
5,291
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$15K 0.01%
62
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$15K 0.01%
300
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$14K 0.01%
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85
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400
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$14K 0.01%
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$14K 0.01%
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169
$13K 0.01%
650
170
$13K 0.01%
133
171
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52
172
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174
$12K 0.01%
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$11K 0.01%
165
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