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
$147M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
33
177
$3K ﹤0.01%
50
178
$3K ﹤0.01%
1,260
179
$3K ﹤0.01%
76
180
$3K ﹤0.01%
50
181
$3K ﹤0.01%
80
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$3K ﹤0.01%
15
183
$3K ﹤0.01%
100
184
$3K ﹤0.01%
65
-35
185
$3K ﹤0.01%
70
186
$3K ﹤0.01%
55
187
$3K ﹤0.01%
24
188
$3K ﹤0.01%
27
189
$3K ﹤0.01%
65
190
$3K ﹤0.01%
10
191
$3K ﹤0.01%
100
192
$2K ﹤0.01%
50
193
$2K ﹤0.01%
267
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$2K ﹤0.01%
70
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$2K ﹤0.01%
6
196
$2K ﹤0.01%
100
-40
197
$2K ﹤0.01%
188
198
$2K ﹤0.01%
50
199
$2K ﹤0.01%
25
200
$2K ﹤0.01%
96
6 7
8
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