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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$404K
3
+$290K
4
IAU icon
iShares Gold Trust
IAU
+$209K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$135K

Top Sells

1
+$2.41M
2
+$986K
3
+$912K
4
NTR icon
Nutrien
NTR
+$642K
5
T icon
AT&T
T
+$549K

Sector Composition

1 Consumer Staples 1.13%
2 Materials 0.8%
3 Technology 0.66%
4 Communication Services 0.48%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.4M 26.21%
153,447
-1,464
2
$19.6M 13.4%
374,243
-3,592
3
$13.6M 9.27%
87,955
-6,393
4
$8.54M 5.84%
109,602
+939
5
$8.21M 5.61%
333,936
+8,505
6
$7.28M 4.97%
72,065
+2,873
7
$5.79M 3.96%
64,653
-1,917
8
$5.69M 3.89%
103,435
+213
9
$5.32M 3.63%
69,058
-521
10
$5.31M 3.63%
50,922
-3,640
11
$5.28M 3.61%
84,876
-14,654
12
$4.07M 2.78%
170,978
-5,077
13
$2.99M 2.04%
35,412
-1,075
14
$1.87M 1.28%
37,334
+8,052
15
$1.51M 1.03%
5,001
-195
16
$1.44M 0.99%
9,828
-817
17
$989K 0.68%
14,204
18
$984K 0.67%
39,695
-1,205
19
$941K 0.64%
19,960
-127
20
$758K 0.52%
77,334
-5,197
21
$614K 0.42%
29,095
+27,205
22
$449K 0.31%
6,472
23
$338K 0.23%
3,324
-99
24
$292K 0.2%
7,396
-352
25
$283K 0.19%
2,581
-181
1
2 3 4 5