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
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$17.7M
3
+$13.4M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$9.27M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.41M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 1.19%
3 Energy 0.8%
4 Technology 0.53%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.03%
+475
77
$36K 0.03%
+2,000
78
$35K 0.03%
+1,731
79
$34K 0.02%
+1,500
80
$33K 0.02%
+349
81
$33K 0.02%
+800
82
$32K 0.02%
+594
83
$31K 0.02%
+511
84
$29K 0.02%
+279
85
$29K 0.02%
+346
86
$29K 0.02%
+300
87
$29K 0.02%
+700
88
$28K 0.02%
+892
89
$27K 0.02%
+350
90
$27K 0.02%
+1,037
91
$26K 0.02%
+460
92
$26K 0.02%
+921
93
$24K 0.02%
+312
94
$24K 0.02%
+267
95
$24K 0.02%
+658
96
$24K 0.02%
+660
97
$22K 0.02%
+114
98
$22K 0.02%
+470
99
$22K 0.02%
+600
100
$21K 0.02%
+395
2 3
4
5 6