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
$180M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$436K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$291K

Top Sells

1
+$810K
2
+$187K
3
+$128K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$68K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$59.8K

Sector Composition

1 Real Estate 1.49%
2 Consumer Staples 1.22%
3 Technology 0.98%
4 Industrials 0.43%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39K 0.02%
453
77
$38K 0.02%
2,909
78
$38K 0.02%
1,495
79
$38K 0.02%
699
80
$37K 0.02%
400
81
$37K 0.02%
800
82
$36K 0.02%
410
-150
83
$35K 0.02%
108
84
$35K 0.02%
1,799
-1
85
$35K 0.02%
1,608
86
$33K 0.02%
236
+27
87
$33K 0.02%
610
88
$32K 0.02%
620
89
$32K 0.02%
1,380
90
$32K 0.02%
8,000
91
$31K 0.02%
700
92
$30K 0.02%
161
93
$30K 0.02%
500
94
$29K 0.02%
526
95
$29K 0.02%
340
+16
96
$29K 0.02%
500
97
$29K 0.02%
413
98
$28K 0.02%
167
99
$28K 0.02%
350
100
$28K 0.02%
230
2 3
4
5 6