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
$170M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$4.71M
3
+$821K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$801K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$677K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$796K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$602K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$335K

Sector Composition

1 Consumer Staples 1.31%
2 Technology 1.03%
3 Industrials 0.37%
4 Utilities 0.35%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.7M 26.95%
148,357
-1,952
2
$21.5M 12.65%
354,101
-5,521
3
$19.6M 11.55%
79,168
+913
4
$13.6M 7.99%
398,951
+24,167
5
$10.7M 6.28%
128,990
+5,059
6
$8.52M 5.02%
83,793
+3,835
7
$7.68M 4.53%
151,417
+92,806
8
$5.86M 3.45%
102,446
-1,286
9
$5.64M 3.32%
63,082
+2,741
10
$5.17M 3.04%
67,502
-2,248
11
$4.84M 2.85%
+83,682
12
$3.63M 2.14%
98,883
+3,965
13
$1.34M 0.79%
4,134
-463
14
$1.34M 0.79%
28,057
-1,510
15
$1.27M 0.75%
14,212
16
$1.12M 0.66%
6,235
-950
17
$801K 0.47%
+27,915
18
$718K 0.42%
35,825
-4,930
19
$685K 0.4%
8,960
+8,860
20
$586K 0.35%
2,880
+1
21
$581K 0.34%
6,372
-648
22
$437K 0.26%
4,922
-500
23
$407K 0.24%
5,019
-870
24
$342K 0.2%
13,630
-2,325
25
$291K 0.17%
4,138
1
2 3 4 5