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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.11M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1
+$2.69M
2
+$1.14M
3
+$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
87
177
$3K ﹤0.01%
25
178
$3K ﹤0.01%
96
179
$3K ﹤0.01%
50
180
$3K ﹤0.01%
50
181
$2K ﹤0.01%
20
182
$2K ﹤0.01%
56
183
$2K ﹤0.01%
17
184
$2K ﹤0.01%
45
185
$2K ﹤0.01%
55
186
$2K ﹤0.01%
45
187
$2K ﹤0.01%
23
188
$2K ﹤0.01%
50
189
$2K ﹤0.01%
50
190
$2K ﹤0.01%
+80
191
$2K ﹤0.01%
67
+1
192
$2K ﹤0.01%
25
193
$2K ﹤0.01%
100
194
$2K ﹤0.01%
35
195
$2K ﹤0.01%
+40
196
$1K ﹤0.01%
30
197
$1K ﹤0.01%
50
198
$1K ﹤0.01%
18
-177
199
$1K ﹤0.01%
27
200
$1K ﹤0.01%
31
6 7
8
9 10