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
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$513K
3
+$331K
4
IAU icon
iShares Gold Trust
IAU
+$283K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$247K

Top Sells

1
+$3.74M
2
+$3.68M
3
+$2M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$56.7K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$670K 0.46%
14,776
-44,203
27
$597K 0.41%
26,362
-965
28
$550K 0.38%
11,121
29
$435K 0.3%
8,760
30
$286K 0.2%
3,419
-85
31
$284K 0.19%
3,105
-250
32
$278K 0.19%
10,208
-140
33
$190K 0.13%
4,520
-258
34
$175K 0.12%
3,162
+1
35
$145K 0.1%
5,008
36
$136K 0.09%
2,697
37
$126K 0.09%
2,337
-200
38
$118K 0.08%
1,430
39
$100K 0.07%
1,044
40
$99K 0.07%
2,131
-200
41
$96K 0.07%
1,020
-50
42
$89K 0.06%
6,053
43
$86K 0.06%
3,220
44
$81K 0.06%
2,138
45
$80K 0.05%
2,614
-1,290
46
$77K 0.05%
1,510
-57
47
$69K 0.05%
1,148
48
$68K 0.05%
1,242
49
$65K 0.04%
953
50
$63K 0.04%
+240
1
2
3 4 5