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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
13
227
$3K ﹤0.01%
25
228
$3K ﹤0.01%
50
229
$3K ﹤0.01%
180
230
$3K ﹤0.01%
96
231
$3K ﹤0.01%
32
232
$3K ﹤0.01%
25
233
$2K ﹤0.01%
30
234
$2K ﹤0.01%
4
235
$2K ﹤0.01%
20
-226
236
$2K ﹤0.01%
42
237
$2K ﹤0.01%
12
238
$2K ﹤0.01%
8
239
$2K ﹤0.01%
5
240
$2K ﹤0.01%
500
241
$2K ﹤0.01%
24
242
$2K ﹤0.01%
21
243
$2K ﹤0.01%
49
244
$1K ﹤0.01%
100
245
$1K ﹤0.01%
50
246
$1K ﹤0.01%
15
247
$1K ﹤0.01%
4
248
$1K ﹤0.01%
14
249
$1K ﹤0.01%
227
250
$1K ﹤0.01%
110
8 9
10
11 12