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

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

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%
444
227
$7K ﹤0.01%
110
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$7K ﹤0.01%
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-100
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40
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17
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+221
236
$6K ﹤0.01%
400
237
$6K ﹤0.01%
900
238
$5K ﹤0.01%
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$5K ﹤0.01%
25
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+136
241
$5K ﹤0.01%
220
242
$5K ﹤0.01%
30
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150
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25
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$5K ﹤0.01%
96
248
$5K ﹤0.01%
75
249
$4K ﹤0.01%
180
250
$4K ﹤0.01%
20
8 9
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