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
$159M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$987K
4
NTR icon
Nutrien
NTR
+$875K
5
IAU icon
iShares Gold Trust
IAU
+$445K

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.89M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.32M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Sector Composition

1 Materials 1.39%
2 Consumer Staples 0.86%
3 Communication Services 0.84%
4 Technology 0.65%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67K 0.04%
1,513
+113
52
$67K 0.04%
499
53
$65K 0.04%
508
54
$64K 0.04%
1,242
55
$62K 0.04%
594
56
$61K 0.04%
882
57
$57K 0.04%
1,378
+1
58
$56K 0.04%
588
59
$56K 0.04%
1,120
-26,446
60
$54K 0.03%
491
61
$54K 0.03%
5,294
62
$54K 0.03%
3,065
63
$52K 0.03%
292
+154
64
$50K 0.03%
312
65
$50K 0.03%
2,036
66
$50K 0.03%
2,361
67
$49K 0.03%
282
68
$48K 0.03%
1,002
69
$48K 0.03%
4,342
70
$47K 0.03%
2,892
71
$45K 0.03%
800
72
$44K 0.03%
699
73
$43K 0.03%
1,423
+519
74
$43K 0.03%
1,269
75
$40K 0.03%
200
1 2
3
4 5