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
$148M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$669K
3
+$90.7K
4
CMI icon
Cummins
CMI
+$72.8K
5
PG icon
Procter & Gamble
PG
+$68.6K

Top Sells

1
+$1.69M
2
+$951K
3
+$845K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$626K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$577K

Sector Composition

1 Communication Services 1.09%
2 Consumer Staples 1.03%
3 Materials 0.99%
4 Technology 0.5%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
1,260
177
$4K ﹤0.01%
130
178
$4K ﹤0.01%
267
179
$4K ﹤0.01%
210
180
$3K ﹤0.01%
55
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100
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25
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100
184
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185
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92
186
$3K ﹤0.01%
48
187
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12
188
$3K ﹤0.01%
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$3K ﹤0.01%
100
191
$3K ﹤0.01%
15
192
$3K ﹤0.01%
80
193
$3K ﹤0.01%
66
+1
194
$3K ﹤0.01%
50
195
$2K ﹤0.01%
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196
$2K ﹤0.01%
17
197
$2K ﹤0.01%
45
-20
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$2K ﹤0.01%
29
199
$2K ﹤0.01%
24
200
$2K ﹤0.01%
42
+4
6 7
8
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