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
$180M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$585K
3
+$580K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$577K
5
IAU icon
iShares Gold Trust
IAU
+$576K

Top Sells

1
+$1.74M
2
+$1.18M
3
+$704K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$324K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$208K

Sector Composition

1 Consumer Staples 1.34%
2 Technology 1.07%
3 Utilities 0.38%
4 Industrials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$4K ﹤0.01%
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208
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25
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+100
211
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$3K ﹤0.01%
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+125
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100
-20
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25
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$3K ﹤0.01%
50
225
$3K ﹤0.01%
180
7 8
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