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
$169M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$305K
3
+$239K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$215K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$139K

Top Sells

1
+$605K
2
+$413K
3
+$155K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$51.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$41.4K

Sector Composition

1 Materials 1.26%
2 Consumer Staples 0.95%
3 Communication Services 0.86%
4 Technology 0.76%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45M 26.64%
154,911
+741
2
$21.6M 12.75%
377,835
+5,339
3
$17.5M 10.37%
94,348
-3,255
4
$8.49M 5.02%
108,663
+3,056
5
$7.44M 4.4%
325,431
+4,205
6
$7.24M 4.28%
99,530
-2,134
7
$7.03M 4.16%
69,192
+818
8
$6.61M 3.91%
103,222
+1,691
9
$6.52M 3.86%
66,570
+1,420
10
$6.29M 3.72%
69,579
-355
11
$5.52M 3.27%
54,562
-4,080
12
$4.86M 2.87%
176,055
+811
13
$3.3M 1.95%
36,487
-414
14
$2.15M 1.27%
19,720
-103
15
$1.91M 1.13%
5,196
+74
16
$1.83M 1.09%
10,645
-300
17
$1.47M 0.87%
29,282
+6,546
18
$1.04M 0.62%
20,087
+1,164
19
$1.04M 0.61%
17,959
-639
20
$986K 0.58%
40,900
-50
21
$936K 0.55%
14,204
+2
22
$842K 0.5%
82,531
+5,222
23
$727K 0.43%
28,675
+2,028
24
$437K 0.26%
7,748
+212
25
$424K 0.25%
1,227
+13
1
2 3 4 5