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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
39
202
$4K ﹤0.01%
+117
203
$4K ﹤0.01%
+56
204
$4K ﹤0.01%
+17
205
$4K ﹤0.01%
+76
206
$4K ﹤0.01%
+28
207
$4K ﹤0.01%
+39
208
$4K ﹤0.01%
95
-114
209
$4K ﹤0.01%
+66
210
$4K ﹤0.01%
+78
211
$4K ﹤0.01%
+50
212
$4K ﹤0.01%
+58
213
$4K ﹤0.01%
+46
214
$4K ﹤0.01%
335
215
$4K ﹤0.01%
180
216
$4K ﹤0.01%
+74
217
$4K ﹤0.01%
50
218
$4K ﹤0.01%
+128
219
$4K ﹤0.01%
100
-200
220
$4K ﹤0.01%
+166
221
$4K ﹤0.01%
+62
222
$4K ﹤0.01%
25
223
$4K ﹤0.01%
+20
224
$3K ﹤0.01%
65
225
$3K ﹤0.01%
17
7 8
9
10 11