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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
76
177
$4K ﹤0.01%
76
+72
178
$4K ﹤0.01%
50
179
$4K ﹤0.01%
+28
180
$4K ﹤0.01%
+48
181
$4K ﹤0.01%
93
-83
182
$4K ﹤0.01%
100
183
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15
-20
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44
-39
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180
186
$4K ﹤0.01%
62
187
$3K ﹤0.01%
17
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+227
189
$3K ﹤0.01%
55
190
$3K ﹤0.01%
99
191
$3K ﹤0.01%
25
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9
+3
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$3K ﹤0.01%
28
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
50
199
$3K ﹤0.01%
+30
200
$3K ﹤0.01%
335
6 7
8
9 10