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

Top Buys

1
+$2.46M
2
+$230K
3
+$219K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$147K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$130K

Top Sells

1
+$6.09M
2
+$3.02M
3
+$284K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$229K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$229K

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%
188
177
$3K ﹤0.01%
1,260
178
$3K ﹤0.01%
267
179
$3K ﹤0.01%
100
180
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25
181
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10
182
$3K ﹤0.01%
100
183
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65
184
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27
185
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24
186
$3K ﹤0.01%
55
187
$3K ﹤0.01%
70
188
$3K ﹤0.01%
100
-2,000
189
$3K ﹤0.01%
330
+50
190
$3K ﹤0.01%
+6
191
$3K ﹤0.01%
50
192
$2K ﹤0.01%
35
193
$2K ﹤0.01%
25
194
$2K ﹤0.01%
50
195
$2K ﹤0.01%
140
196
$2K ﹤0.01%
70
197
$2K ﹤0.01%
+50
198
$2K ﹤0.01%
50
-42
199
$2K ﹤0.01%
29
+11
200
$2K ﹤0.01%
12
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8
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