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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$971K 0.41%
4,369
+602
27
$962K 0.41%
17,571
+1,110
28
$919K 0.39%
17,684
+125
29
$915K 0.39%
20,924
+947
30
$704K 0.3%
9,560
+6,704
31
$670K 0.28%
20,424
+2,001
32
$642K 0.27%
3,310
+770
33
$607K 0.26%
22,225
+5,024
34
$593K 0.25%
18,372
+1,799
35
$591K 0.25%
4,972
36
$527K 0.22%
9,969
+5,137
37
$415K 0.18%
4,138
38
$405K 0.17%
702
39
$371K 0.16%
1,215
40
$349K 0.15%
3,856
+623
41
$325K 0.14%
4,297
-20
42
$314K 0.13%
589
+184
43
$310K 0.13%
3,381
+729
44
$304K 0.13%
2,510
45
$293K 0.12%
2,402
46
$289K 0.12%
8,004
+288
47
$248K 0.11%
12,553
48
$244K 0.1%
4,530
49
$244K 0.1%
980
50
$219K 0.09%
2,484
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