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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.3M
3
+$317K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$176K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K

Top Sells

1
+$485K
2
+$336K
3
+$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
45
252
$1K ﹤0.01%
10
253
$1K ﹤0.01%
+15
254
$1K ﹤0.01%
+24
255
$1K ﹤0.01%
18
256
$1K ﹤0.01%
50
257
$1K ﹤0.01%
+22
258
$1K ﹤0.01%
80
259
$1K ﹤0.01%
80
260
$1K ﹤0.01%
119
261
$1K ﹤0.01%
40
262
$1K ﹤0.01%
67
-1
263
$1K ﹤0.01%
32
264
$1K ﹤0.01%
100
265
$1K ﹤0.01%
15
266
$0 ﹤0.01%
32
267
$0 ﹤0.01%
30
268
– –
-300
269
– –
0
270
$0 ﹤0.01%
1
271
$0 ﹤0.01%
100
272
$0 ﹤0.01%
100
273
$0 ﹤0.01%
6
274
– –
-50
275
$0 ﹤0.01%
22
9 10
11
12 13