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

Top Buys

1
+$1.15M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$436K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$291K

Top Sells

1
+$810K
2
+$187K
3
+$128K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$68K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$59.8K

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
276
$1K ﹤0.01%
500
277
$1K ﹤0.01%
24
278
$1K ﹤0.01%
12
279
$1K ﹤0.01%
+10
280
$1K ﹤0.01%
+5
281
$1K ﹤0.01%
50
282
$1K ﹤0.01%
+3
283
$1K ﹤0.01%
+5
284
$1K ﹤0.01%
119
285
$1K ﹤0.01%
10
286
$1K ﹤0.01%
68
287
$1K ﹤0.01%
24
288
$1K ﹤0.01%
40
289
$1K ﹤0.01%
+9
290
$1K ﹤0.01%
+5
291
$1K ﹤0.01%
32
292
$1K ﹤0.01%
18
293
$1K ﹤0.01%
+5
294
$1K ﹤0.01%
100
295
$1K ﹤0.01%
+10
296
$1K ﹤0.01%
+10
297
$1K ﹤0.01%
+10
298
$0 ﹤0.01%
4
299
$0 ﹤0.01%
1
300
– –
-2
10 11
12
13 14