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
$180M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$436K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$291K

Top Sells

1
+$810K
2
+$187K
3
+$128K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$68K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$59.8K

Sector Composition

1 Real Estate 1.49%
2 Consumer Staples 1.22%
3 Technology 0.98%
4 Industrials 0.43%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$353K 0.2%
906
+92
27
$318K 0.18%
4,138
28
$280K 0.16%
2,235
+2,135
29
$272K 0.15%
4,192
30
$262K 0.15%
4,366
+1,000
31
$238K 0.13%
+3,150
32
$234K 0.13%
9,910
33
$207K 0.12%
1,215
34
$161K 0.09%
2,615
35
$143K 0.08%
1,275
-139
36
$142K 0.08%
2,028
-592
37
$140K 0.08%
3,220
-18,636
38
$123K 0.07%
1,417
-46
39
$120K 0.07%
4,069
40
$119K 0.07%
726
41
$112K 0.06%
777
-100
42
$112K 0.06%
920
+1
43
$105K 0.06%
1,898
44
$102K 0.06%
2,108
45
$101K 0.06%
6,053
46
$99K 0.06%
677
-20
47
$94K 0.05%
1,910
48
$89K 0.05%
738
-424
49
$79K 0.04%
748
50
$71K 0.04%
488
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