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
$147M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.45M
3
+$486K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$276K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$236K

Top Sells

1
+$93.1K
2
+$66.6K
3
+$64.5K
4
CMCSA icon
Comcast
CMCSA
+$53K
5
GIS icon
General Mills
GIS
+$45.3K

Sector Composition

1 Communication Services 1.27%
2 Consumer Staples 1.16%
3 Energy 0.76%
4 Technology 0.52%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
70
202
$1K ﹤0.01%
16
203
$1K ﹤0.01%
+30
204
$1K ﹤0.01%
150
205
– –
0
206
$1K ﹤0.01%
18
207
$1K ﹤0.01%
32
208
$1K ﹤0.01%
+5
209
$1K ﹤0.01%
6
210
$1K ﹤0.01%
10
211
$1K ﹤0.01%
6
212
$1K ﹤0.01%
50
213
$1K ﹤0.01%
+11
214
$1K ﹤0.01%
+26
215
$1K ﹤0.01%
+9
216
$1K ﹤0.01%
18
217
$1K ﹤0.01%
+9
218
$1K ﹤0.01%
4
219
$1K ﹤0.01%
7
220
$1K ﹤0.01%
33
221
$1K ﹤0.01%
100
222
$1K ﹤0.01%
+1
223
$1K ﹤0.01%
30
224
$0 ﹤0.01%
6
225
$0 ﹤0.01%
123
6 7 8
9
10