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
$161M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$150K
3
+$119K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$96.8K
5
IAU icon
iShares Gold Trust
IAU
+$87.6K

Top Sells

1
+$789K
2
+$326K
3
+$175K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$174K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$70.9K

Sector Composition

1 Materials 1.44%
2 Consumer Staples 0.89%
3 Communication Services 0.82%
4 Technology 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$359K 0.22%
1,214
-81
27
$349K 0.22%
7,536
+4
28
$338K 0.21%
3,423
+1
29
$284K 0.18%
2,710
+200
30
$266K 0.17%
3,216
+2
31
$252K 0.16%
4,138
32
$204K 0.13%
5,008
33
$202K 0.13%
1,902
-420
34
$187K 0.12%
950
35
$179K 0.11%
1,498
-100
36
$163K 0.1%
1,215
37
$147K 0.09%
1,162
38
$147K 0.09%
895
+30
39
$129K 0.08%
9,910
40
$127K 0.08%
2,525
-389
41
$121K 0.08%
3,220
42
$106K 0.07%
917
43
$92K 0.06%
6,053
44
$88K 0.05%
1,515
45
$79K 0.05%
1,798
46
$78K 0.05%
1,813
-21
47
$70K 0.04%
1,242
48
$68K 0.04%
882
49
$67K 0.04%
499
50
$66K 0.04%
300
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