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
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$341K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$147K

Top Sells

1
+$2.15M
2
+$2.04M
3
+$331K
4
HSBC icon
HSBC
HSBC
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$210K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.2M 25.1%
154,397
+728
2
$21.9M 13.33%
414,603
-3,142
3
$16.6M 10.13%
106,778
-1,345
4
$8.01M 4.88%
101,009
+1,858
5
$7.51M 4.57%
300,100
+2,955
6
$6.85M 4.17%
102,542
+534
7
$6.54M 3.98%
61,898
-1,745
8
$6.46M 3.94%
63,628
+1,134
9
$6.29M 3.83%
71,191
-207
10
$6.08M 3.71%
64,393
-400
11
$4.87M 2.97%
174,495
+12,209
12
$4.41M 2.69%
66,741
+22,693
13
$3.44M 2.09%
38,115
-273
14
$2.21M 1.34%
26,694
-229
15
$2.06M 1.26%
97,869
-332
16
$1.8M 1.1%
5,216
-45
17
$1.75M 1.06%
11,030
-300
18
$1.39M 0.84%
27,566
-40,475
19
$1.14M 0.7%
41,040
+825
20
$996K 0.61%
17,510
+1,778
21
$959K 0.58%
75,070
-208
22
$804K 0.49%
25,240
23
$791K 0.48%
26,943
+301
24
$730K 0.44%
34,633
-102,047
25
$724K 0.44%
14,200
-298
1
2 3 4 5