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

Top Buys

1
+$440K
2
+$165K
3
+$131K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$82.8K

Top Sells

1
+$542K
2
+$456K
3
+$444K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$374K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$119K

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
276
– –
-640
277
$0 ﹤0.01%
+4
278
$0 ﹤0.01%
1
279
– –
-1,400
280
$0 ﹤0.01%
2
281
$0 ﹤0.01%
1
282
– –
-2,670
283
$0 ﹤0.01%
5
284
$0 ﹤0.01%
13
285
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$0 ﹤0.01%
4
287
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288
$0 ﹤0.01%
1
289
– –
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290
$0 ﹤0.01%
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291
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292
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293
$0 ﹤0.01%
9
294
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7
295
$0 ﹤0.01%
1
296
– –
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297
$0 ﹤0.01%
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298
$0 ﹤0.01%
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299
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1
300
$0 ﹤0.01%
2
9 10 11
12
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