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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.3M
3
+$317K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$176K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K

Top Sells

1
+$485K
2
+$336K
3
+$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$304K 0.18%
4,138
27
$299K 0.18%
6,312
-1,084
28
$244K 0.15%
814
29
$241K 0.15%
2,989
+2
30
$220K 0.13%
4,187
-125
31
$194K 0.12%
1,215
32
$154K 0.09%
1,414
-20
33
$152K 0.09%
2,900
34
$149K 0.09%
2,526
35
$145K 0.09%
1,179
+17
36
$145K 0.09%
9,910
37
$143K 0.09%
1,148
38
$137K 0.08%
895
39
$115K 0.07%
3,220
40
$105K 0.06%
726
41
$103K 0.06%
1,306
42
$96K 0.06%
4,069
+702
43
$91K 0.06%
2,950
+1,525
44
$91K 0.06%
918
45
$90K 0.05%
2,108
-2,900
46
$88K 0.05%
1,910
47
$88K 0.05%
1,898
+100
48
$85K 0.05%
6,053
49
$76K 0.05%
545
+35
50
$70K 0.04%
1,649
-25
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