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

Top Buys

1
+$867K
2
+$591K
3
+$590K
4
IAU icon
iShares Gold Trust
IAU
+$585K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$577K

Top Sells

1
+$1.71M
2
+$1.16M
3
+$700K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$320K
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
201
$4K ﹤0.01%
60
202
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43
-26
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200
204
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28
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77
206
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265
207
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25
208
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180
-130
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43
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+51
211
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+100
212
$3K ﹤0.01%
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45
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215
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20
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$3K ﹤0.01%
44
217
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25
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85
220
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+125
221
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13
222
$3K ﹤0.01%
100
-20
223
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25
224
$3K ﹤0.01%
50
225
$3K ﹤0.01%
180
7 8
9
10 11