LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.16M
3
+$839K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$566K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$137K
4
IBM icon
IBM
IBM
+$65.3K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
35
202
$1K ﹤0.01%
30
203
$1K ﹤0.01%
1
204
$1K ﹤0.01%
18
205
$1K ﹤0.01%
30
206
$1K ﹤0.01%
+25
207
$1K ﹤0.01%
+12
208
$1K ﹤0.01%
18
209
$1K ﹤0.01%
9
210
$1K ﹤0.01%
50
211
$1K ﹤0.01%
11
212
$1K ﹤0.01%
50
213
$1K ﹤0.01%
6
214
$1K ﹤0.01%
10
215
$1K ﹤0.01%
100
216
$1K ﹤0.01%
33
217
$1K ﹤0.01%
+38
218
$1K ﹤0.01%
26
219
$1K ﹤0.01%
6
220
$1K ﹤0.01%
32
221
$1K ﹤0.01%
36
222
$1K ﹤0.01%
+19
223
– –
0
224
$1K ﹤0.01%
150
225
$1K ﹤0.01%
30
7 8
9
10 11