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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.09%
1,421
52
$200K 0.09%
6,150
-400
53
$193K 0.08%
702
54
$186K 0.08%
975
-178
55
$174K 0.07%
309
-5
56
$168K 0.07%
2,044
57
$165K 0.07%
1,256
+139
58
$160K 0.07%
936
+1
59
$159K 0.07%
429
60
$156K 0.07%
1,876
+651
61
$148K 0.06%
780
62
$145K 0.06%
2,325
+150
63
$144K 0.06%
2,013
64
$143K 0.06%
5,063
+193
65
$142K 0.06%
406
66
$142K 0.06%
1,388
67
$137K 0.06%
1,017
+350
68
$136K 0.06%
789
69
$134K 0.06%
1,448
70
$131K 0.06%
1,075
71
$131K 0.06%
2,892
72
$125K 0.05%
6,700
73
$125K 0.05%
2,095
+594
74
$124K 0.05%
1,458
-176
75
$123K 0.05%
1,103
1 2
3
4 5