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
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$341K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$147K

Top Sells

1
+$2.15M
2
+$2.04M
3
+$331K
4
HSBC icon
HSBC
HSBC
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$210K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
150
177
$6K ﹤0.01%
117
178
$6K ﹤0.01%
175
179
$6K ﹤0.01%
114
180
$6K ﹤0.01%
210
181
$6K ﹤0.01%
50
182
$6K ﹤0.01%
116
+1
183
$6K ﹤0.01%
130
184
$6K ﹤0.01%
75
185
$5K ﹤0.01%
950
-250
186
$5K ﹤0.01%
300
187
$5K ﹤0.01%
29
188
$5K ﹤0.01%
27
189
$5K ﹤0.01%
100
190
$5K ﹤0.01%
75
191
$5K ﹤0.01%
80
-40
192
$5K ﹤0.01%
+112
193
$5K ﹤0.01%
76
194
$4K ﹤0.01%
60
-110
195
$4K ﹤0.01%
39
196
$4K ﹤0.01%
78
197
$4K ﹤0.01%
180
198
$4K ﹤0.01%
50
199
$3K ﹤0.01%
100
200
$3K ﹤0.01%
+44
6 7
8
9 10