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
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$165K
3
+$132K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$79.1K

Top Sells

1
+$540K
2
+$464K
3
+$453K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$121K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.02%
800
77
$36K 0.02%
1,129
78
$35K 0.02%
1,495
79
$35K 0.02%
400
80
$34K 0.02%
699
81
$34K 0.02%
610
82
$33K 0.02%
1,800
83
$32K 0.02%
1,608
84
$32K 0.02%
108
85
$31K 0.02%
413
86
$31K 0.02%
620
87
$30K 0.02%
600
-100
88
$29K 0.02%
1,380
89
$29K 0.02%
500
90
$29K 0.02%
100
91
$28K 0.02%
500
92
$28K 0.02%
161
93
$28K 0.02%
252
+140
94
$28K 0.02%
2,909
95
$28K 0.02%
526
-150
96
$27K 0.02%
700
97
$26K 0.02%
297
98
$26K 0.02%
395
99
$26K 0.02%
350
100
$25K 0.01%
8,000
2 3
4
5 6