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
276
$6.09K ﹤0.01%
100
277
$6.06K ﹤0.01%
35
278
$5.66K ﹤0.01%
28
279
$5.45K ﹤0.01%
124
280
$5.42K ﹤0.01%
59
-1
281
$5.33K ﹤0.01%
51
282
$5.29K ﹤0.01%
40
283
$5.09K ﹤0.01%
201
284
$5.05K ﹤0.01%
177
285
$4.96K ﹤0.01%
6
286
$4.91K ﹤0.01%
16
287
$4.77K ﹤0.01%
30
288
$4.76K ﹤0.01%
50
289
$4.72K ﹤0.01%
+40
290
$4.72K ﹤0.01%
49
291
$4.65K ﹤0.01%
75
292
$4.61K ﹤0.01%
+150
293
$4.5K ﹤0.01%
46
294
$4.47K ﹤0.01%
72
295
$4.45K ﹤0.01%
+50
296
$4.36K ﹤0.01%
54
-548
297
$4.29K ﹤0.01%
39
298
$4.29K ﹤0.01%
18
299
$4.29K ﹤0.01%
30
300
$4.25K ﹤0.01%
53
10 11
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