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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.4M
3
+$310K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$173K

Top Sells

1
+$466K
2
+$318K
3
+$234K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$119K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$88.8K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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– –
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$0 ﹤0.01%
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304
$0 ﹤0.01%
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305
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306
$0 ﹤0.01%
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307
$0 ﹤0.01%
+1
308
$0 ﹤0.01%
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309
$0 ﹤0.01%
22
310
– –
0
311
– –
-300
9 10 11 12
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