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
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$165K
3
+$132K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$79.1K

Top Sells

1
+$540K
2
+$464K
3
+$453K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$121K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62K 0.04%
1,622
-27
52
$62K 0.04%
300
53
$61K 0.04%
695
+1
54
$61K 0.04%
491
55
$59K 0.04%
1,275
+175
56
$58K 0.03%
1,464
+306
57
$58K 0.03%
1,289
+3
58
$57K 0.03%
1,120
59
$57K 0.03%
611
60
$56K 0.03%
312
61
$53K 0.03%
625
62
$52K 0.03%
400
63
$50K 0.03%
1,242
64
$49K 0.03%
1,189
65
$47K 0.03%
420
-75
66
$43K 0.03%
658
67
$43K 0.03%
200
68
$43K 0.03%
308
69
$42K 0.03%
1,963
70
$42K 0.03%
200
71
$42K 0.03%
560
+100
72
$41K 0.02%
248
73
$41K 0.02%
1,002
74
$38K 0.02%
1,287
+2
75
$37K 0.02%
453
1 2
3
4 5