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
$132M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$217K
3
+$207K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$133K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K

Top Sells

1
+$6.09M
2
+$2.75M
3
+$283K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$216K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$214K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 0.89%
3 Technology 0.46%
4 Energy 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 22.01%
151,677
+1,082
2
$17.4M 13.2%
440,339
-2,864
3
$13.4M 10.15%
131,702
-229
4
$8.55M 6.47%
177,266
-680
5
$7.03M 5.32%
69,740
-2,809
6
$6.53M 4.95%
81,961
+401
7
$6.27M 4.75%
122,778
-3,038
8
$5.68M 4.3%
84,579
-974
9
$5.22M 3.95%
45,798
-1,894
10
$4.42M 3.35%
61,254
-2,078
11
$3.15M 2.38%
146,066
+1,320
12
$2.55M 1.93%
58,312
-500
13
$2.52M 1.91%
36,249
+452
14
$2.42M 1.83%
34,091
+33,765
15
$2.4M 1.81%
112,984
+5,605
16
$1.54M 1.17%
14,147
-80
17
$1.46M 1.11%
22,046
+2,011
18
$1.43M 1.08%
58,218
+490
19
$1.37M 1.04%
5,502
+39
20
$1.26M 0.95%
59,579
+4,749
21
$995K 0.75%
20,442
-56,485
22
$671K 0.51%
24,540
23
$595K 0.45%
14,476
-150
24
$474K 0.36%
20,912
+3,905
25
$359K 0.27%
8,760
1
2 3 4 5