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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$0 ﹤0.01%
15
277
$0 ﹤0.01%
15
-250
278
$0 ﹤0.01%
10
279
$0 ﹤0.01%
1
280
– –
-50
281
– –
-107
282
$0 ﹤0.01%
5
283
$0 ﹤0.01%
15
284
$0 ﹤0.01%
4
285
– –
-775
286
– –
-400
287
– –
-8
288
– –
-67
289
$0 ﹤0.01%
9
290
$0 ﹤0.01%
7
291
– –
-166
292
– –
-865
293
$0 ﹤0.01%
1
294
$0 ﹤0.01%
6
295
$0 ﹤0.01%
2
8 9 10 11
12