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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.3M
3
+$317K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$176K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K

Top Sells

1
+$485K
2
+$336K
3
+$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61K 0.04%
5,294
52
$59K 0.04%
1,242
53
$57K 0.03%
588
54
$56K 0.03%
292
55
$56K 0.03%
1,120
56
$54K 0.03%
487
-2,094
57
$52K 0.03%
312
58
$52K 0.03%
300
59
$51K 0.03%
693
60
$50K 0.03%
491
61
$49K 0.03%
1,285
-99
62
$44K 0.03%
950
+475
63
$43K 0.03%
1,002
64
$43K 0.03%
248
65
$42K 0.03%
511
66
$42K 0.03%
400
-100
67
$42K 0.03%
1,039
68
$41K 0.02%
699
69
$40K 0.02%
200
70
$39K 0.02%
200
71
$37K 0.02%
2,909
72
$37K 0.02%
308
73
$37K 0.02%
1,146
+6
74
$36K 0.02%
658
75
$35K 0.02%
125
1 2
3
4 5