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
326
$0 ﹤0.01%
1
327
$0 ﹤0.01%
4
328
$0 ﹤0.01%
+2
329
$0 ﹤0.01%
5
330
-100
331
$0 ﹤0.01%
15
332
$0 ﹤0.01%
4
333
$0 ﹤0.01%
3
334
$0 ﹤0.01%
7
335
-25
336
$0 ﹤0.01%
3
337
-200
338
-24
339
$0 ﹤0.01%
7
340
-21
341
$0 ﹤0.01%
2
342
$0 ﹤0.01%
4
343
$0 ﹤0.01%
1
344
-570
345
-3,200
346
$0 ﹤0.01%
15
347
-170
348
$0 ﹤0.01%
15