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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.01M
3
+$863K
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$422K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$379K

Top Sells

1
+$3.01M
2
+$1.25M
3
+$985K
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$556K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$446K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
+227
227
$7K ﹤0.01%
15
228
$7K ﹤0.01%
180
-100
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92
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$6K ﹤0.01%
400
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40
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50
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85
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$6K ﹤0.01%
170
237
$6K ﹤0.01%
+221
238
$5K ﹤0.01%
63
239
$5K ﹤0.01%
25
240
$5K ﹤0.01%
+136
241
$5K ﹤0.01%
220
242
$5K ﹤0.01%
30
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150
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$5K ﹤0.01%
25
247
$5K ﹤0.01%
96
248
$5K ﹤0.01%
75
249
$4K ﹤0.01%
75
250
$4K ﹤0.01%
180
8 9
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