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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.3M
3
+$317K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$176K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K

Top Sells

1
+$485K
2
+$336K
3
+$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.02%
400
-100
77
$35K 0.02%
1,283
+1
78
$34K 0.02%
+214
79
$34K 0.02%
1,963
+100
80
$34K 0.02%
1,495
81
$34K 0.02%
700
82
$33K 0.02%
1,800
83
$33K 0.02%
1,608
84
$32K 0.02%
800
85
$31K 0.02%
2,670
86
$31K 0.02%
610
87
$30K 0.02%
108
88
$29K 0.02%
150
-21
89
$29K 0.02%
413
90
$29K 0.02%
929
91
$28K 0.02%
1,380
-310
92
$27K 0.02%
640
93
$26K 0.02%
350
94
$26K 0.02%
500
95
$26K 0.02%
108
96
$25K 0.02%
723
97
$25K 0.02%
1,150
98
$25K 0.02%
318
+21
99
$25K 0.02%
500
100
$24K 0.01%
100
2 3
4
5 6