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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$618K
3
+$526K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$488K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$331K

Top Sells

1
+$3.13M
2
+$708K
3
+$506K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$471K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$192K

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.9M 30.1%
146,837
-386
2
$25.3M 12.14%
71,515
-423
3
$21.6M 10.35%
293,762
-6,870
4
$14.5M 6.94%
430,086
-5,612
5
$12.5M 5.97%
150,784
+3,997
6
$9.94M 4.76%
97,484
-768
7
$9.51M 4.55%
187,332
+5,952
8
$8.13M 3.89%
108,571
-1,641
9
$4.9M 2.35%
45,408
+206
10
$4.31M 2.07%
75,874
-12,461
11
$3.22M 1.54%
59,813
+12,864
12
$2.89M 1.38%
28,201
+175
13
$2.25M 1.08%
33,643
-1,135
14
$2.06M 0.98%
4,184
-34
15
$1.46M 0.7%
44,280
-5,820
16
$1.44M 0.69%
25,611
+4,451
17
$1.34M 0.64%
5,256
-100
18
$1.26M 0.6%
14,217
+1
19
$1.18M 0.57%
9,030
-240
20
$1.07M 0.51%
10,470
+4,790
21
$1M 0.48%
29,555
-775
22
$819K 0.39%
29,660
+22,375
23
$764K 0.37%
2,820
24
$758K 0.36%
5,538
-595
25
$561K 0.27%
8,868
+5,145
1
2 3 4 5