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
$147M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.45M
3
+$486K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$276K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$236K

Top Sells

1
+$93.1K
2
+$66.6K
3
+$64.5K
4
CMCSA icon
Comcast
CMCSA
+$53K
5
GIS icon
General Mills
GIS
+$45.3K

Sector Composition

1 Communication Services 1.27%
2 Consumer Staples 1.16%
3 Energy 0.76%
4 Technology 0.52%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 20.83%
148,498
+2,352
2
$17.9M 12.19%
434,502
-2,257
3
$13.8M 9.36%
130,339
+195
4
$9.46M 6.43%
180,520
+1,534
5
$7.35M 5%
72,709
-658
6
$6.51M 4.43%
85,836
-502
7
$6.37M 4.33%
124,802
-695
8
$6.22M 4.23%
41,875
+143
9
$5.97M 4.06%
74,482
+3,447
10
$5.69M 3.86%
45,912
+338
11
$4.74M 3.22%
60,617
+1,185
12
$4.11M 2.79%
76,279
+845
13
$3.27M 2.23%
142,953
+135,263
14
$2.8M 1.9%
56,773
+946
15
$2.61M 1.78%
34,845
+3,150
16
$2.58M 1.75%
73,880
+1,424
17
$2.41M 1.64%
96,782
+2,402
18
$1.73M 1.17%
13,872
+1,240
19
$1.48M 1%
5,328
+245
20
$1.45M 0.99%
+67,995
21
$1.39M 0.94%
56,355
+1,790
22
$795K 0.54%
24,040
+870
23
$542K 0.37%
14,054
24
$340K 0.23%
8,760
25
$305K 0.21%
3,381
1
2 3 4 5