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
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$17.7M
3
+$13.4M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$9.27M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.41M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 1.19%
3 Energy 0.8%
4 Technology 0.53%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$205K 0.15%
+4,866
27
$193K 0.14%
+2,274
28
$176K 0.13%
+7,690
29
$172K 0.12%
+2,443
30
$169K 0.12%
+4,670
31
$168K 0.12%
+5,786
32
$147K 0.11%
+3,157
33
$146K 0.1%
+2,697
34
$140K 0.1%
+5,008
35
$138K 0.1%
+2,000
36
$136K 0.1%
+2,700
37
$135K 0.1%
+2,529
38
$131K 0.09%
+2,225
39
$130K 0.09%
+3,857
40
$128K 0.09%
+2,600
41
$126K 0.09%
+824
42
$117K 0.08%
+1,044
43
$108K 0.08%
+2,304
44
$102K 0.07%
+2,412
45
$102K 0.07%
+1,368
46
$99K 0.07%
+9,415
47
$91K 0.07%
+6,053
48
$91K 0.07%
+824
49
$89K 0.06%
+1,030
50
$87K 0.06%
+924
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