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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$186K
3
+$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1
+$670K
2
+$453K
3
+$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
+27
202
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+62
203
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+23
204
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20
205
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50
206
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+41
207
$2K ﹤0.01%
+60
208
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96
209
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+33
210
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50
211
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100
212
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10
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35
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215
$2K ﹤0.01%
+49
216
$1K ﹤0.01%
+8
217
$1K ﹤0.01%
16
218
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70
219
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+22
220
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18
221
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32
222
$1K ﹤0.01%
+40
223
$1K ﹤0.01%
25
224
$1K ﹤0.01%
10
225
$1K ﹤0.01%
119
7 8
9
10 11