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
251
$9.6K ﹤0.01%
83
252
$9.5K ﹤0.01%
46
253
$9.46K ﹤0.01%
210
254
$9.39K ﹤0.01%
35
255
$9.37K ﹤0.01%
100
256
$9.12K ﹤0.01%
326
+101
257
$8.97K ﹤0.01%
180
258
$8.87K ﹤0.01%
+122
259
$8.63K ﹤0.01%
234
260
$8.53K ﹤0.01%
60
261
$8.21K ﹤0.01%
35
262
$8.15K ﹤0.01%
204
263
$8.11K ﹤0.01%
32
264
$7.35K ﹤0.01%
100
265
$7.26K ﹤0.01%
66
266
$6.98K ﹤0.01%
100
267
$6.96K ﹤0.01%
168
268
$6.87K ﹤0.01%
30
269
$6.74K ﹤0.01%
77
270
$6.71K ﹤0.01%
73
271
$6.71K ﹤0.01%
110
+100
272
$6.42K ﹤0.01%
130
-70
273
$6.29K ﹤0.01%
77
274
$6.22K ﹤0.01%
50
275
$6.14K ﹤0.01%
117
9 10
11
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