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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
197
177
$10K 0.01%
27
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$10K 0.01%
65
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$10K 0.01%
200
180
$10K 0.01%
158
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$10K 0.01%
194
182
$10K 0.01%
165
183
$10K 0.01%
900
184
$9K ﹤0.01%
140
+125
185
$9K ﹤0.01%
132
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$9K ﹤0.01%
406
187
$9K ﹤0.01%
17
188
$8K ﹤0.01%
100
189
$8K ﹤0.01%
115
190
$8K ﹤0.01%
100
191
$7K ﹤0.01%
531
192
$7K ﹤0.01%
310
193
$7K ﹤0.01%
51
194
$7K ﹤0.01%
400
195
$7K ﹤0.01%
100
196
$6K ﹤0.01%
72
197
$6K ﹤0.01%
50
198
$6K ﹤0.01%
85
+25
199
$6K ﹤0.01%
30
200
$6K ﹤0.01%
180
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8
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