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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.8K 0.01%
299
227
$13.7K 0.01%
+580
228
$13.6K 0.01%
200
229
$13.5K 0.01%
323
-190
230
$13.3K 0.01%
300
231
$13.3K 0.01%
50
232
$12.8K 0.01%
+200
233
$12.8K 0.01%
208
234
$12.8K 0.01%
122
235
$12.3K 0.01%
80
236
$12.3K 0.01%
80
237
$11.8K 0.01%
50
238
$11.7K 0.01%
396
239
$11.5K ﹤0.01%
285
240
$11.1K ﹤0.01%
100
241
$11K ﹤0.01%
100
242
$11K ﹤0.01%
222
243
$11K ﹤0.01%
75
244
$10.6K ﹤0.01%
1,005
245
$10.5K ﹤0.01%
300
-168
246
$10.4K ﹤0.01%
114
247
$10.1K ﹤0.01%
+300
248
$10K ﹤0.01%
60
249
$9.79K ﹤0.01%
+330
250
$9.64K ﹤0.01%
70
8 9
10
11 12