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
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$756K
3
+$620K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$549K

Top Sells

1
+$656K
2
+$217K
3
+$165K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$122K
5
VTV icon
Vanguard Value ETF
VTV
+$96K

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 0.86%
3 Materials 0.6%
4 Technology 0.44%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.1M 21.14%
152,485
+808
2
$19M 12.95%
455,158
+14,819
3
$14.7M 10.03%
131,828
+126
4
$9.28M 6.31%
181,938
+4,672
5
$7.17M 4.87%
71,224
+1,484
6
$6.77M 4.6%
85,659
+3,698
7
$6.25M 4.25%
123,294
+516
8
$5.49M 3.74%
+52,031
9
$5.34M 3.64%
44,428
-1,370
10
$5.29M 3.6%
75,250
-9,329
11
$4.48M 3.05%
60,878
-376
12
$3.12M 2.12%
152,371
+6,305
13
$2.78M 1.89%
132,267
+19,283
14
$2.76M 1.88%
37,589
+1,340
15
$2.68M 1.82%
58,979
+667
16
$2.58M 1.75%
34,321
+230
17
$1.72M 1.17%
23,937
+1,891
18
$1.69M 1.15%
14,983
+836
19
$1.62M 1.1%
77,490
+17,911
20
$1.5M 1.02%
57,814
-404
21
$1.46M 0.99%
5,739
+237
22
$1.02M 0.69%
19,874
-568
23
$756K 0.51%
+65,405
24
$705K 0.48%
26,200
+1,660
25
$619K 0.42%
14,478
+2
1
2 3 4 5