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
$149M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$235K
2 +$186K
3 +$122K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$99.9K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$99.5K

Top Sells

1 +$670K
2 +$453K
3 +$216K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$177K
5
RMTI icon
Rockwell Medical
RMTI
+$118K

Sector Composition

1 Communication Services 1.71%
2 Materials 1.08%
3 Consumer Staples 1.01%
4 Energy 0.41%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$32.1M 21.55%
153,065
-1,031
2
$21.3M 14.34%
461,726
+939
3
$13.9M 9.37%
129,659
-1,650
4
$7.15M 4.81%
88,459
+603
5
$7.15M 4.8%
70,660
-1,075
6
$6.5M 4.37%
57,565
+881
7
$6.05M 4.06%
117,938
-8,828
8
$5.79M 3.89%
110,738
+646
9
$5.75M 3.87%
74,615
-430
10
$5.36M 3.6%
63,868
+1,190
11
$4.38M 2.94%
171,576
+7,288
12
$3.19M 2.14%
20,108
+771
13
$3.13M 2.1%
38,114
+65
14
$3.01M 2.02%
140,994
+3,179
15
$2.89M 1.94%
35,080
-219
16
$1.95M 1.31%
27,138
+921
17
$1.91M 1.29%
89,319
+3,757
18
$1.88M 1.26%
57,634
-1,330
19
$1.68M 1.13%
13,504
20
$1.67M 1.12%
14,530
-44
21
$1.53M 1.03%
5,617
+55
22
$1.28M 0.86%
66,826
+306
23
$772K 0.52%
14,480
+2
24
$723K 0.49%
6,419
+122
25
$680K 0.46%
26,900
+730