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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$637K
3
+$533K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$475K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$337K

Top Sells

1
+$3.36M
2
+$698K
3
+$496K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$473K
5
IAU icon
iShares Gold Trust
IAU
+$194K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K ﹤0.01%
92
202
$7K ﹤0.01%
100
203
$6K ﹤0.01%
72
204
$6K ﹤0.01%
85
205
$6K ﹤0.01%
+175
206
$6K ﹤0.01%
25
-25
207
$6K ﹤0.01%
100
208
$6K ﹤0.01%
40
209
$5K ﹤0.01%
8
-2
210
$5K ﹤0.01%
220
-20,715
211
$5K ﹤0.01%
100
212
$5K ﹤0.01%
77
213
$5K ﹤0.01%
30
214
$5K ﹤0.01%
180
215
$5K ﹤0.01%
25
216
$5K ﹤0.01%
63
217
$5K ﹤0.01%
35
218
$4K ﹤0.01%
180
219
$4K ﹤0.01%
51
220
$4K ﹤0.01%
70
221
$4K ﹤0.01%
25
222
$4K ﹤0.01%
70
223
$4K ﹤0.01%
75
224
$4K ﹤0.01%
13
225
$4K ﹤0.01%
28
7 8
9
10 11