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

Top Buys

1
+$669K
2
+$637K
3
+$533K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$475K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$337K

Top Sells

1
+$3.36M
2
+$698K
3
+$496K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$473K
5
IAU icon
iShares Gold Trust
IAU
+$194K

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%
200
152
$16K 0.01%
187
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$16K 0.01%
245
154
$16K 0.01%
161
155
$16K 0.01%
158
156
$16K 0.01%
+100
157
$16K 0.01%
5,291
158
$15K 0.01%
62
159
$15K 0.01%
170
160
$15K 0.01%
300
161
$14K 0.01%
200
162
$14K 0.01%
1,333
163
$14K 0.01%
102
164
$14K 0.01%
300
165
$14K 0.01%
300
166
$14K 0.01%
85
167
$14K 0.01%
400
168
$14K 0.01%
900
169
$13K 0.01%
52
170
$13K 0.01%
27
171
$13K 0.01%
133
172
$13K 0.01%
650
173
$12K 0.01%
197
174
$12K 0.01%
36
175
$11K 0.01%
50
5 6
7
8 9