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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+79
277
$3K ﹤0.01%
+98
278
$3K ﹤0.01%
50
-615
279
$3K ﹤0.01%
25
280
$3K ﹤0.01%
11
281
$3K ﹤0.01%
200
282
$3K ﹤0.01%
265
283
$2K ﹤0.01%
100
284
$2K ﹤0.01%
10
285
$2K ﹤0.01%
25
286
$2K ﹤0.01%
110
287
$2K ﹤0.01%
40
288
$2K ﹤0.01%
6
-7
289
$2K ﹤0.01%
5
290
$2K ﹤0.01%
500
291
$2K ﹤0.01%
100
292
$2K ﹤0.01%
+84
293
$2K ﹤0.01%
49
294
$2K ﹤0.01%
30
295
$2K ﹤0.01%
37
+1
296
$2K ﹤0.01%
20
297
$1K ﹤0.01%
45
298
$1K ﹤0.01%
99
299
$1K ﹤0.01%
50
300
$1K ﹤0.01%
+21
10 11
12
13 14