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

Top Buys

1
+$2.44M
2
+$2.4M
3
+$310K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$173K

Top Sells

1
+$466K
2
+$318K
3
+$234K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$119K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$88.8K

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%
+30
252
$1K ﹤0.01%
+25
253
$1K ﹤0.01%
+17
254
$1K ﹤0.01%
13
-15
255
$1K ﹤0.01%
22
-26
256
$1K ﹤0.01%
45
257
$1K ﹤0.01%
10
258
$1K ﹤0.01%
+15
259
$1K ﹤0.01%
+24
260
$1K ﹤0.01%
18
261
$1K ﹤0.01%
50
262
$1K ﹤0.01%
+22
263
$1K ﹤0.01%
32
264
$1K ﹤0.01%
100
265
$1K ﹤0.01%
15
266
– –
-50
267
$0 ﹤0.01%
6
268
$0 ﹤0.01%
100
269
– –
-62
270
$0 ﹤0.01%
30
271
$0 ﹤0.01%
32
272
$0 ﹤0.01%
100
273
$0 ﹤0.01%
1
274
$0 ﹤0.01%
2
275
– –
-289
9 10
11
12 13