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
$159M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$987K
4
NTR icon
Nutrien
NTR
+$875K
5
IAU icon
iShares Gold Trust
IAU
+$445K

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.89M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.32M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Sector Composition

1 Materials 1.39%
2 Consumer Staples 0.86%
3 Communication Services 0.84%
4 Technology 0.65%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.02%
1,332
77
$38K 0.02%
334
78
$38K 0.02%
700
79
$37K 0.02%
350
80
$35K 0.02%
511
81
$35K 0.02%
260
82
$34K 0.02%
313
+231
83
$33K 0.02%
660
84
$33K 0.02%
460
85
$33K 0.02%
1,495
86
$33K 0.02%
1,122
+3
87
$32K 0.02%
200
88
$32K 0.02%
1,690
89
$32K 0.02%
150
90
$31K 0.02%
125
91
$30K 0.02%
658
92
$29K 0.02%
1,643
+25
93
$28K 0.02%
1,400
94
$27K 0.02%
640
95
$27K 0.02%
610
96
$25K 0.02%
167
97
$25K 0.02%
+1,010
98
$25K 0.02%
480
99
$25K 0.02%
480
100
$24K 0.02%
2,670
2 3
4
5 6