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
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$165K
3
+$132K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$79.1K

Top Sells

1
+$540K
2
+$464K
3
+$453K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$121K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$331K 0.2%
4,138
27
$318K 0.19%
10,360
+2,210
28
$318K 0.19%
814
29
$225K 0.13%
4,192
-350
30
$198K 0.12%
9,910
31
$196K 0.12%
1,215
32
$187K 0.11%
3,366
33
$185K 0.11%
2,620
-238
34
$160K 0.1%
1,414
35
$158K 0.09%
2,615
-182
36
$138K 0.08%
1,162
37
$118K 0.07%
1,463
38
$116K 0.07%
4,069
39
$115K 0.07%
877
-21
40
$110K 0.07%
726
41
$105K 0.06%
919
42
$103K 0.06%
1,898
43
$96K 0.06%
6,053
44
$95K 0.06%
2,108
45
$90K 0.05%
697
-124
46
$88K 0.05%
1,910
47
$76K 0.05%
748
48
$68K 0.04%
5,294
49
$68K 0.04%
292
50
$64K 0.04%
488
+1
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