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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$157K 0.07%
3,159
+250
52
$153K 0.07%
1,867
-1,302
53
$148K 0.07%
1,492
54
$147K 0.07%
828
+221
55
$145K 0.07%
2,375
56
$140K 0.06%
860
-160
57
$138K 0.06%
6,053
58
$137K 0.06%
656
59
$133K 0.06%
261
60
$130K 0.06%
860
61
$126K 0.06%
2,410
62
$126K 0.06%
1,648
63
$123K 0.06%
3,860
-60
64
$120K 0.05%
738
65
$120K 0.05%
1,938
-25
66
$120K 0.05%
542
-155
67
$118K 0.05%
+6,564
68
$111K 0.05%
309
69
$103K 0.05%
7,200
+1,900
70
$103K 0.05%
1,000
-200
71
$98K 0.04%
715
+528
72
$89K 0.04%
5,245
-1,700
73
$88K 0.04%
688
74
$88K 0.04%
1,200
75
$88K 0.04%
293
+8
1 2
3
4 5