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

Top Buys

1
+$3.07M
2
+$1.01M
3
+$863K
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$422K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$379K

Top Sells

1
+$3.01M
2
+$1.25M
3
+$985K
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$556K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$446K

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
326
$0 ﹤0.01%
3
327
$0 ﹤0.01%
7
328
– –
-25
329
$0 ﹤0.01%
3
330
– –
-200
331
– –
-24
332
– –
-21
333
$0 ﹤0.01%
2
334
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4
335
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1
336
– –
-570
337
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-3,200
338
$0 ﹤0.01%
15
339
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-170
340
$0 ﹤0.01%
15
341
$0 ﹤0.01%
1
342
$0 ﹤0.01%
2
343
$0 ﹤0.01%
10
344
$0 ﹤0.01%
6
345
$0 ﹤0.01%
100
346
– –
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347
$0 ﹤0.01%
30
348
$0 ﹤0.01%
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