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
$159M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$987K
4
NTR icon
Nutrien
NTR
+$875K
5
IAU icon
iShares Gold Trust
IAU
+$445K

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.89M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.32M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Sector Composition

1 Materials 1.39%
2 Consumer Staples 0.86%
3 Communication Services 0.84%
4 Technology 0.65%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$409K 0.26%
2,702
27
$382K 0.24%
7,192
28
$316K 0.2%
7,532
-1,696
29
$312K 0.2%
3,422
+111
30
$252K 0.16%
2,510
-88
31
$252K 0.16%
17,594
32
$249K 0.16%
2,322
-15
33
$240K 0.15%
3,214
+27
34
$234K 0.15%
4,138
35
$194K 0.12%
5,008
36
$185K 0.12%
1,598
37
$175K 0.11%
9,910
38
$166K 0.1%
950
-80
39
$139K 0.09%
2,914
40
$138K 0.09%
1,215
41
$133K 0.08%
1,162
+118
42
$131K 0.08%
865
43
$126K 0.08%
3,220
44
$99K 0.06%
917
-69
45
$93K 0.06%
6,053
46
$79K 0.05%
1,515
-420
47
$78K 0.05%
1,798
48
$69K 0.04%
1,834
-26
49
$69K 0.04%
1,191
+1
50
$68K 0.04%
300
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2
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