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
$180M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$436K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$291K

Top Sells

1
+$810K
2
+$187K
3
+$128K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$68K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$59.8K

Sector Composition

1 Real Estate 1.49%
2 Consumer Staples 1.22%
3 Technology 0.98%
4 Industrials 0.43%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$68K 0.04%
5,294
52
$65K 0.04%
315
+3
53
$64K 0.04%
1,524
+282
54
$64K 0.04%
292
55
$61K 0.03%
491
56
$61K 0.03%
695
57
$61K 0.03%
1,622
58
$59K 0.03%
1,275
59
$59K 0.03%
1,290
+1
60
$58K 0.03%
611
61
$58K 0.03%
1,464
62
$57K 0.03%
300
63
$53K 0.03%
625
64
$51K 0.03%
253
+5
65
$51K 0.03%
400
66
$49K 0.03%
308
67
$47K 0.03%
1,963
68
$45K 0.03%
200
69
$45K 0.03%
1,002
70
$44K 0.02%
+214
71
$42K 0.02%
1,197
-90
72
$42K 0.02%
200
73
$42K 0.02%
658
74
$41K 0.02%
929
-260
75
$40K 0.02%
+947
1 2
3
4 5