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
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$165K
3
+$132K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$79.1K

Top Sells

1
+$540K
2
+$464K
3
+$453K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$375K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$121K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
50
252
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42
253
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+50
254
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5
255
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8
-8
256
$1K ﹤0.01%
30
257
$1K ﹤0.01%
14
258
$1K ﹤0.01%
+75
259
$1K ﹤0.01%
52
260
$1K ﹤0.01%
10
261
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9
262
$1K ﹤0.01%
500
263
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24
264
$1K ﹤0.01%
12
265
$1K ﹤0.01%
50
266
$1K ﹤0.01%
119
267
$1K ﹤0.01%
10
268
$1K ﹤0.01%
24
269
$1K ﹤0.01%
40
270
$1K ﹤0.01%
18
271
$1K ﹤0.01%
+50
272
$1K ﹤0.01%
100
273
$1K ﹤0.01%
15
274
– –
-6
275
– –
-640
9 10
11
12 13