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
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
25
202
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20
203
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+45
204
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12
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+50
206
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207
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70
-500
208
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51
+1
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$1K ﹤0.01%
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+18
211
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30
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10
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25
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224
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7
225
$1K ﹤0.01%
100
7 8
9
10 11