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
$132M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$217K
3
+$207K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$133K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Top Sells

1
+$6.09M
2
+$2.75M
3
+$283K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$216K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$214K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 0.89%
3 Technology 0.46%
4 Energy 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
100
177
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65
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27
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24
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55
181
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70
182
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100
-2,000
183
$3K ﹤0.01%
330
+50
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80
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185
$3K ﹤0.01%
50
186
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187
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188
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+6
189
$3K ﹤0.01%
1,260
190
$3K ﹤0.01%
267
191
$3K ﹤0.01%
50
192
$2K ﹤0.01%
50
-42
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29
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12
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25
198
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199
$2K ﹤0.01%
25
200
$2K ﹤0.01%
50
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