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
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$513K
3
+$331K
4
IAU icon
iShares Gold Trust
IAU
+$283K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$247K

Top Sells

1
+$3.74M
2
+$3.68M
3
+$2M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$56.7K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63K 0.04%
860
52
$53K 0.04%
2,073
53
$53K 0.04%
5,294
54
$51K 0.04%
1,567
+1
55
$50K 0.03%
546
56
$48K 0.03%
588
57
$47K 0.03%
227
+215
58
$45K 0.03%
300
59
$41K 0.03%
+493
60
$41K 0.03%
414
+1
61
$41K 0.03%
379
62
$41K 0.03%
1,149
+771
63
$40K 0.03%
625
-600
64
$40K 0.03%
1,510
-150
65
$38K 0.03%
1,500
66
$36K 0.02%
3,498
+200
67
$36K 0.02%
312
68
$34K 0.02%
511
69
$34K 0.02%
2,670
70
$34K 0.02%
594
71
$32K 0.02%
282
72
$29K 0.02%
831
+320
73
$28K 0.02%
470
74
$28K 0.02%
658
75
$27K 0.02%
2,000
1 2
3
4 5