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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
130
177
$6K ﹤0.01%
+54
178
$6K ﹤0.01%
76
179
$5K ﹤0.01%
+152
180
$5K ﹤0.01%
550
181
$5K ﹤0.01%
+97
182
$5K ﹤0.01%
300
183
$5K ﹤0.01%
+121
184
$5K ﹤0.01%
+56
185
$5K ﹤0.01%
+19
186
$5K ﹤0.01%
+50
187
$5K ﹤0.01%
+29
188
$5K ﹤0.01%
100
189
$5K ﹤0.01%
+84
190
$5K ﹤0.01%
+61
191
$5K ﹤0.01%
+165
192
$5K ﹤0.01%
+95
193
$4K ﹤0.01%
100
194
$4K ﹤0.01%
+10
195
$4K ﹤0.01%
+17
196
$4K ﹤0.01%
+151
197
$4K ﹤0.01%
+55
198
$4K ﹤0.01%
+50
199
$4K ﹤0.01%
29
200
$4K ﹤0.01%
+29
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