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
$199M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.07M
3
+$738K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$522K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$509K

Top Sells

1
+$3.05M
2
+$2.15M
3
+$730K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$666K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$587K

Sector Composition

1 Consumer Staples 1.12%
2 Technology 1.12%
3 Communication Services 0.9%
4 Industrials 0.42%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.3M 29.34%
147,223
-814
2
$23M 11.55%
71,938
-2,088
3
$20.8M 10.46%
300,632
-31,017
4
$14.2M 7.13%
435,698
+5,007
5
$12.1M 6.09%
146,787
+2,616
6
$10M 5.04%
98,252
+2,683
7
$9.21M 4.63%
181,380
+5,288
8
$7.94M 3.99%
110,212
-5
9
$4.9M 2.46%
88,335
-8,772
10
$4.51M 2.27%
45,202
-302
11
$3.41M 1.71%
104,928
-1,325
12
$2.76M 1.39%
28,026
+27,963
13
$2.3M 1.16%
46,949
+15,048
14
$2.24M 1.13%
34,778
+1,538
15
$2.01M 1.01%
4,218
+58
16
$1.6M 0.8%
50,100
-7,235
17
$1.27M 0.64%
5,356
-779
18
$1.27M 0.64%
14,216
+2
19
$1.23M 0.62%
21,160
+18,341
20
$1.13M 0.57%
9,270
+110
21
$956K 0.48%
30,330
-595
22
$749K 0.38%
6,133
-146
23
$665K 0.33%
2,820
+34
24
$522K 0.26%
+5,680
25
$509K 0.26%
+20,935
1
2 3 4 5