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
$180M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$585K
3
+$580K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$577K
5
IAU icon
iShares Gold Trust
IAU
+$576K

Top Sells

1
+$1.74M
2
+$1.18M
3
+$704K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$324K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$208K

Sector Composition

1 Consumer Staples 1.34%
2 Technology 1.07%
3 Utilities 0.38%
4 Industrials 0.37%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.4M 27.4%
147,391
-966
2
$21.9M 12.14%
343,062
-11,039
3
$20.8M 11.55%
74,906
-4,262
4
$14.9M 8.29%
414,959
+16,008
5
$11.3M 6.25%
135,955
+6,965
6
$9.04M 5.02%
88,699
+4,906
7
$8.56M 4.75%
168,478
+17,061
8
$6.44M 3.57%
106,810
+4,364
9
$5.42M 3.01%
93,794
+10,112
10
$4.97M 2.76%
61,099
-1,983
11
$4M 2.22%
102,233
+3,350
12
$3.89M 2.16%
46,672
-20,830
13
$1.56M 0.86%
29,470
+1,413
14
$1.42M 0.79%
4,180
+46
15
$1.38M 0.77%
14,214
+2
16
$1.31M 0.73%
44,145
+16,230
17
$1.22M 0.68%
6,235
18
$782K 0.43%
8,980
+20
19
$758K 0.42%
32,100
-3,725
20
$729K 0.4%
6,292
-80
21
$617K 0.34%
2,932
+52
22
$580K 0.32%
+6,645
23
$422K 0.23%
4,322
-600
24
$367K 0.2%
4,566
-453
25
$327K 0.18%
4,138
1
2 3 4 5