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
$161M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$150K
3
+$119K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$96.8K
5
IAU icon
iShares Gold Trust
IAU
+$87.6K

Top Sells

1
+$789K
2
+$326K
3
+$175K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$174K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$70.9K

Sector Composition

1 Materials 1.44%
2 Consumer Staples 0.89%
3 Communication Services 0.82%
4 Technology 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.02%
200
77
$37K 0.02%
260
78
$36K 0.02%
+325
79
$35K 0.02%
511
80
$35K 0.02%
350
81
$34K 0.02%
1,495
82
$34K 0.02%
200
83
$33K 0.02%
334
84
$33K 0.02%
1,690
85
$32K 0.02%
1,137
+15
86
$31K 0.02%
660
87
$30K 0.02%
2,670
88
$30K 0.02%
610
89
$30K 0.02%
658
90
$29K 0.02%
640
91
$29K 0.02%
1,673
+30
92
$28K 0.02%
1,215
93
$27K 0.02%
480
94
$27K 0.02%
480
95
$27K 0.02%
1,150
96
$26K 0.02%
1,400
97
$26K 0.02%
2,385
-1,957
98
$26K 0.02%
+800
99
$26K 0.02%
108
+1
100
$25K 0.02%
1,010
2 3
4
5 6