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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
46
202
$5K ﹤0.01%
+180
203
$5K ﹤0.01%
100
204
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+63
205
$5K ﹤0.01%
70
-100
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+75
207
$5K ﹤0.01%
100
208
$5K ﹤0.01%
200
209
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77
210
$5K ﹤0.01%
200
211
$5K ﹤0.01%
40
212
$5K ﹤0.01%
25
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$4K ﹤0.01%
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$4K ﹤0.01%
70
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$4K ﹤0.01%
25
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$4K ﹤0.01%
+35
217
$4K ﹤0.01%
70
-15
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$4K ﹤0.01%
100
+25
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$4K ﹤0.01%
28
220
$4K ﹤0.01%
+100
221
$4K ﹤0.01%
30
-610
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$4K ﹤0.01%
180
223
$4K ﹤0.01%
25
224
$4K ﹤0.01%
96
225
$4K ﹤0.01%
50
7 8
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