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
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.16M
3
+$837K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$563K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$432K

Top Sells

1
+$2.58M
2
+$2.41M
3
+$134K
4
IBM icon
IBM
IBM
+$63.1K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 20.99%
150,595
+2,097
2
$17.9M 12.1%
443,203
+8,701
3
$14.1M 9.56%
131,931
+1,592
4
$9.28M 6.28%
177,946
-2,574
5
$7.34M 4.97%
72,549
-160
6
$6.49M 4.4%
81,560
+7,078
7
$6.41M 4.34%
125,816
+1,014
8
$6.29M 4.26%
85,553
-283
9
$6.09M 4.13%
42,443
+568
10
$5.91M 4%
47,692
+1,780
11
$4.83M 3.27%
63,332
+2,715
12
$4.2M 2.84%
76,927
+648
13
$3.28M 2.22%
144,746
+1,793
14
$2.86M 1.94%
58,812
+2,039
15
$2.63M 1.78%
35,797
+952
16
$2.28M 1.55%
107,379
+39,384
17
$1.78M 1.2%
14,227
+355
18
$1.55M 1.05%
57,728
+1,373
19
$1.49M 1.01%
5,463
+135
20
$1.49M 1.01%
20,035
+19,976
21
$1.16M 0.78%
+54,830
22
$756K 0.51%
24,540
+500
23
$592K 0.4%
14,626
+572
24
$387K 0.26%
+17,007
25
$355K 0.24%
8,760
1
2 3 4 5