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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$884K 0.4%
5,060
-197
27
$870K 0.39%
2,821
+1
28
$582K 0.26%
7,818
+100
29
$486K 0.22%
12,660
+11,160
30
$450K 0.2%
5,444
31
$446K 0.2%
5,146
-200
32
$436K 0.2%
3,500
+360
33
$417K 0.19%
3,531
-620
34
$404K 0.18%
+19,386
35
$388K 0.18%
4,138
36
$382K 0.17%
3,822
37
$367K 0.17%
12,640
-1,565
38
$318K 0.14%
2,976
-37
39
$306K 0.14%
1,343
40
$299K 0.14%
3,496
-164
41
$299K 0.14%
7,673
+450
42
$276K 0.12%
1,215
43
$261K 0.12%
7,550
+150
44
$250K 0.11%
3,145
-75
45
$245K 0.11%
554
46
$236K 0.11%
+3,680
47
$225K 0.1%
7,869
48
$215K 0.1%
2,125
49
$201K 0.09%
929
50
$183K 0.08%
1,832
-250
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