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
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$17.7M
3
+$13.4M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$9.27M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.41M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 1.19%
3 Energy 0.8%
4 Technology 0.53%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$81K 0.06%
+2,100
52
$78K 0.06%
+2,295
53
$75K 0.05%
+2,094
54
$74K 0.05%
+860
55
$73K 0.05%
+489
56
$71K 0.05%
+1,720
57
$69K 0.05%
+1,242
58
$69K 0.05%
+850
59
$68K 0.05%
+900
60
$67K 0.05%
+799
61
$61K 0.04%
+3,220
62
$58K 0.04%
+1,296
63
$55K 0.04%
+1,390
64
$54K 0.04%
+954
65
$54K 0.04%
+800
66
$52K 0.04%
+900
67
$48K 0.03%
+6,000
68
$48K 0.03%
+429
69
$47K 0.03%
+588
70
$46K 0.03%
+2,116
71
$46K 0.03%
+546
72
$44K 0.03%
+2,670
73
$43K 0.03%
+800
74
$41K 0.03%
+1,744
75
$39K 0.03%
+1,310
1 2
3
4 5