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
326
$2.7K ﹤0.01%
27
327
$2.58K ﹤0.01%
44
328
$2.51K ﹤0.01%
50
-50
329
$2.36K ﹤0.01%
34
330
$2.33K ﹤0.01%
72
331
$2.17K ﹤0.01%
6
332
$2.1K ﹤0.01%
6
-9
333
$2.09K ﹤0.01%
20
334
$1.81K ﹤0.01%
20
335
$1.66K ﹤0.01%
11
336
$1.59K ﹤0.01%
5
-5
337
$1.58K ﹤0.01%
127
338
$1.45K ﹤0.01%
18
339
$1.42K ﹤0.01%
50
340
$1.42K ﹤0.01%
5
341
$1.41K ﹤0.01%
10
342
$1.39K ﹤0.01%
24
343
$1.32K ﹤0.01%
206
344
$1.31K ﹤0.01%
150
345
$1.26K ﹤0.01%
41
346
$1.09K ﹤0.01%
15
347
$1.04K ﹤0.01%
68
348
$1.03K ﹤0.01%
2
349
$809 ﹤0.01%
9
350
$721 ﹤0.01%
9
12 13
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15 16