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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$112K 0.06%
616
52
$109K 0.06%
1,708
53
$104K 0.05%
1,898
54
$99K 0.05%
627
+1
55
$88K 0.04%
+1,200
56
$86K 0.04%
324
+12
57
$85K 0.04%
312
58
$82K 0.04%
640
59
$82K 0.04%
1,800
+450
60
$82K 0.04%
3,771
61
$79K 0.04%
4,920
62
$76K 0.04%
2,909
63
$75K 0.04%
491
64
$75K 0.04%
215
+130
65
$75K 0.04%
2,525
66
$72K 0.04%
748
67
$66K 0.03%
918
68
$65K 0.03%
1,350
69
$64K 0.03%
169
70
$62K 0.03%
738
71
$62K 0.03%
248
72
$61K 0.03%
2,033
73
$61K 0.03%
568
74
$60K 0.03%
+255
75
$58K 0.03%
1,296
1 2
3
4 5