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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.71M
3
+$821K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$801K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$677K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$796K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$335K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
50
202
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+3
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$3K ﹤0.01%
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45
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-25
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-25
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-15
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25
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$3K ﹤0.01%
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$3K ﹤0.01%
30
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$3K ﹤0.01%
25
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$3K ﹤0.01%
50
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43
222
$2K ﹤0.01%
100
223
$2K ﹤0.01%
12
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$2K ﹤0.01%
96
225
$2K ﹤0.01%
227
7 8
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