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
$161M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$150K
3
+$119K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$96.8K
5
IAU icon
iShares Gold Trust
IAU
+$87.6K

Top Sells

1
+$789K
2
+$326K
3
+$175K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$174K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$70.9K

Sector Composition

1 Materials 1.44%
2 Consumer Staples 0.89%
3 Communication Services 0.82%
4 Technology 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$65K 0.04%
594
52
$65K 0.04%
2,892
53
$62K 0.04%
509
+1
54
$61K 0.04%
312
55
$60K 0.04%
1,393
-120
56
$58K 0.04%
1,192
+1
57
$57K 0.04%
491
58
$57K 0.04%
5,294
59
$57K 0.04%
588
60
$57K 0.04%
292
61
$56K 0.03%
1,120
62
$55K 0.03%
1,381
+3
63
$53K 0.03%
3,065
64
$47K 0.03%
282
65
$45K 0.03%
699
66
$43K 0.03%
125
67
$43K 0.03%
1,002
68
$42K 0.03%
1,269
69
$42K 0.03%
1,890
+1,290
70
$42K 0.03%
308
-2,394
71
$42K 0.03%
800
72
$41K 0.03%
700
73
$40K 0.02%
1,425
+2
74
$39K 0.02%
460
75
$38K 0.02%
1,332
1 2
3
4 5