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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$87K 0.04%
+1,880
77
$85K 0.04%
525
78
$85K 0.04%
147
-22
79
$85K 0.04%
616
80
$79K 0.04%
1,401
81
$77K 0.03%
+1,500
82
$76K 0.03%
491
83
$75K 0.03%
4,197
-1,413
84
$73K 0.03%
1,304
+2
85
$69K 0.03%
312
86
$69K 0.03%
248
87
$68K 0.03%
423
88
$66K 0.03%
991
89
$65K 0.03%
960
90
$63K 0.03%
5,294
91
$61K 0.03%
412
92
$58K 0.03%
3,000
93
$58K 0.03%
1,524
94
$57K 0.03%
308
95
$54K 0.02%
222
+170
96
$53K 0.02%
1,816
-2
97
$53K 0.02%
200
98
$52K 0.02%
1,663
99
$52K 0.02%
568
100
$51K 0.02%
511
2 3
4
5 6