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
301
$4.11K ﹤0.01%
63
302
$4.03K ﹤0.01%
120
303
$3.95K ﹤0.01%
20
304
$3.88K ﹤0.01%
15
305
$3.8K ﹤0.01%
639
306
$3.79K ﹤0.01%
55
307
$3.78K ﹤0.01%
78
308
$3.69K ﹤0.01%
130
309
$3.56K ﹤0.01%
180
310
$3.54K ﹤0.01%
566
311
$3.47K ﹤0.01%
43
-97
312
$3.35K ﹤0.01%
10
313
$3.33K ﹤0.01%
40
314
$3.21K ﹤0.01%
+140
315
$3.21K ﹤0.01%
44
316
$3.2K ﹤0.01%
25
317
$3.18K ﹤0.01%
101
318
$3.14K ﹤0.01%
44
319
$2.99K ﹤0.01%
180
320
$2.97K ﹤0.01%
85
321
$2.96K ﹤0.01%
14
-13
322
$2.83K ﹤0.01%
400
323
$2.82K ﹤0.01%
227
324
$2.73K ﹤0.01%
11
-5
325
$2.72K ﹤0.01%
13
11 12
13
14 15