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
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$513K
3
+$331K
4
IAU icon
iShares Gold Trust
IAU
+$283K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$247K

Top Sells

1
+$3.74M
2
+$3.68M
3
+$2M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$56.7K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27K 0.02%
460
77
$27K 0.02%
331
78
$27K 0.02%
800
79
$27K 0.02%
700
80
$26K 0.02%
1,300
-370
81
$26K 0.02%
308
82
$25K 0.02%
350
83
$25K 0.02%
446
-32
84
$25K 0.02%
114
85
$25K 0.02%
1,473
86
$24K 0.02%
1,071
+9
87
$24K 0.02%
8,000
88
$21K 0.01%
155
89
$21K 0.01%
200
90
$21K 0.01%
334
91
$21K 0.01%
300
92
$21K 0.01%
600
93
$20K 0.01%
1,320
94
$20K 0.01%
475
95
$19K 0.01%
233
96
$19K 0.01%
723
97
$19K 0.01%
520
98
$18K 0.01%
480
99
$18K 0.01%
395
100
$18K 0.01%
1,310
2 3
4
5 6