LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$150K
3
+$124K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$96.4K
5
IAU icon
iShares Gold Trust
IAU
+$91.4K

Top Sells

1
+$789K
2
+$349K
3
+$173K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$171K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$70.5K

Sector Composition

1 Materials 1.44%
2 Consumer Staples 0.89%
3 Communication Services 0.82%
4 Technology 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
500
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50
229
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$1K ﹤0.01%
50
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+100
232
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30
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40
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36
236
$1K ﹤0.01%
22
237
$1K ﹤0.01%
300
238
$0 ﹤0.01%
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2
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– –
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248
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4
250
– –
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