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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57K 0.03%
1,524
77
$56K 0.03%
960
78
$55K 0.03%
200
79
$55K 0.03%
991
80
$54K 0.03%
5,294
81
$53K 0.03%
+1,200
82
$52K 0.03%
1,002
83
$51K 0.03%
611
84
$51K 0.03%
2,493
+1
85
$49K 0.02%
1,495
86
$49K 0.02%
200
87
$49K 0.02%
412
88
$48K 0.02%
400
89
$46K 0.02%
200
90
$46K 0.02%
308
91
$46K 0.02%
8,000
92
$44K 0.02%
658
93
$43K 0.02%
+1,125
94
$42K 0.02%
423
95
$40K 0.02%
375
96
$40K 0.02%
365
97
$40K 0.02%
512
98
$38K 0.02%
193
99
$36K 0.02%
699
100
$35K 0.02%
65
2 3
4
5 6