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
$220M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Sells

1 +$1.27M
2 +$537K
3 +$508K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$384K
5
SH icon
ProShares Short S&P500
SH
+$295K

Sector Composition

1 Technology 1.4%
2 Consumer Staples 0.73%
3 Energy 0.5%
4 Consumer Discretionary 0.38%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$72.6M 33.08%
133,424
-2,340
2
$23.8M 10.82%
49,586
-1,060
3
$19.5M 8.86%
231,723
-4,569
4
$11.5M 5.26%
149,448
-3,638
5
$10.2M 4.67%
203,025
+2,430
6
$8.76M 3.99%
87,007
-2,249
7
$8.46M 3.85%
293,057
+33,584
8
$7.33M 3.34%
166,966
+587
9
$7.28M 3.32%
222,824
+8,799
10
$5.53M 2.52%
97,577
+5,963
11
$4.71M 2.14%
35,581
-577
12
$2.91M 1.33%
24,540
-4,530
13
$2.23M 1.02%
23,208
+3,206
14
$2.13M 0.97%
23,382
-648
15
$2.04M 0.93%
3,819
-50
16
$1.53M 0.7%
45,177
+4,772
17
$1.49M 0.68%
33,074
+8,677
18
$1.42M 0.65%
4,616
-200
19
$1.2M 0.55%
2,689
-60
20
$1.1M 0.5%
4,220
-200
21
$1.08M 0.49%
21,380
+1,520
22
$1.05M 0.48%
22,538
-3,777
23
$987K 0.45%
13,912
-322
24
$933K 0.43%
19,328
-2
25
$875K 0.4%
43,232
+2,209