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
$152M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.11M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$576K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Top Sells

1
+$2.69M
2
+$1.14M
3
+$827K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$511K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$354K

Sector Composition

1 Communication Services 1.07%
2 Industrials 1%
3 Materials 0.87%
4 Consumer Staples 0.86%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36M 23.66%
152,645
+2,443
2
$20.7M 13.62%
434,071
-1,937
3
$16M 10.53%
120,908
-3,861
4
$7.36M 4.84%
92,337
+3,499
5
$7.04M 4.63%
292,880
-675
6
$6.7M 4.41%
63,496
+2,098
7
$6.15M 4.04%
60,475
-11,261
8
$6.04M 3.98%
102,236
-5,990
9
$5.99M 3.94%
72,575
-1,472
10
$5.93M 3.9%
117,028
-72
11
$5.56M 3.66%
63,073
+295
12
$3.16M 2.08%
37,727
+135
13
$2.86M 1.88%
134,704
-4,091
14
$2.34M 1.54%
40,315
+40,290
15
$1.99M 1.31%
93,554
+1,832
16
$1.98M 1.3%
26,636
-104
17
$1.62M 1.07%
5,188
-30
18
$1.59M 1.05%
11,395
-100
19
$1.15M 0.75%
4,277
+4,159
20
$989K 0.65%
67,795
-469
21
$940K 0.62%
+38,945
22
$897K 0.59%
28,576
-1,337
23
$763K 0.5%
24,310
-2,130
24
$703K 0.46%
14,715
-355
25
$692K 0.46%
14,194
1
2 3 4 5