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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$373K 0.19%
4,259
-307
27
$346K 0.18%
11,755
-925
28
$341K 0.17%
4,766
+400
29
$323K 0.16%
4,138
30
$261K 0.13%
1,343
31
$232K 0.12%
2,467
32
$232K 0.12%
5,629
-120
33
$228K 0.12%
8,069
34
$214K 0.11%
1,215
35
$204K 0.1%
574
-100
36
$193K 0.1%
3,220
37
$173K 0.09%
7,053
+1,000
38
$166K 0.08%
1,020
-400
39
$166K 0.08%
2,819
40
$161K 0.08%
736
41
$152K 0.08%
1,818
42
$146K 0.07%
5,100
-5,000
43
$141K 0.07%
2,248
+538
44
$137K 0.07%
1,157
45
$136K 0.07%
894
+1
46
$130K 0.07%
860
47
$128K 0.07%
2,410
48
$125K 0.06%
1,000
49
$116K 0.06%
1,350
+1,050
50
$116K 0.06%
677
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