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
$180M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$426K
5
BYND icon
Beyond Meat
BYND
+$292K

Top Sells

1
+$728K
2
+$178K
3
+$122K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$65.1K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$58.6K

Sector Composition

1 Real Estate 1.49%
2 Consumer Staples 1.22%
3 Technology 0.98%
4 Industrials 0.43%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
22
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75
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25
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$1K ﹤0.01%
2
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+10
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50
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42
267
$1K ﹤0.01%
+15
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$1K ﹤0.01%
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52
270
$1K ﹤0.01%
+2
271
$1K ﹤0.01%
+10
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$1K ﹤0.01%
+6
273
$1K ﹤0.01%
10
274
$1K ﹤0.01%
+3
275
$1K ﹤0.01%
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