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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.11M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1
+$2.69M
2
+$1.14M
3
+$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
10
202
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14
203
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41
204
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25
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12
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10
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9
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+25
209
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50
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+80
211
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119
212
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10
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$1K ﹤0.01%
+40
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40
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$1K ﹤0.01%
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22
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68
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$1K ﹤0.01%
10
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70
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$1K ﹤0.01%
+20
222
$1K ﹤0.01%
24
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$1K ﹤0.01%
8
224
– –
-75
225
– –
-315
7 8
9
10 11