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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$240K
2
+$177K
3
+$124K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$97.4K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$96.7K

Top Sells

1
+$670K
2
+$451K
3
+$214K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$178K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
25
177
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10
178
$3K ﹤0.01%
100
179
$3K ﹤0.01%
65
180
$3K ﹤0.01%
+29
181
$3K ﹤0.01%
+92
182
$3K ﹤0.01%
55
183
$3K ﹤0.01%
+48
184
$3K ﹤0.01%
70
185
$3K ﹤0.01%
+87
186
$3K ﹤0.01%
100
187
$3K ﹤0.01%
80
188
$3K ﹤0.01%
+18
189
$3K ﹤0.01%
65
190
$3K ﹤0.01%
+117
191
$3K ﹤0.01%
100
192
$3K ﹤0.01%
152
193
$3K ﹤0.01%
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194
$3K ﹤0.01%
260
195
$2K ﹤0.01%
56
196
$2K ﹤0.01%
+17
197
$2K ﹤0.01%
29
198
$2K ﹤0.01%
+38
199
$2K ﹤0.01%
45
200
$2K ﹤0.01%
+27
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