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

Top Buys

1
+$235K
2
+$186K
3
+$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1
+$670K
2
+$453K
3
+$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
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%
65
177
$3K ﹤0.01%
+29
178
$3K ﹤0.01%
+92
179
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55
180
$3K ﹤0.01%
+48
181
$3K ﹤0.01%
70
182
$3K ﹤0.01%
12
-215
183
$3K ﹤0.01%
88
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185
$3K ﹤0.01%
100
186
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15
187
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+18
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65
190
$3K ﹤0.01%
+117
191
$3K ﹤0.01%
50
192
$3K ﹤0.01%
76
193
$3K ﹤0.01%
188
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$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
6 7
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