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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$121K 0.05%
+6,133
77
$119K 0.05%
491
78
$119K 0.05%
5,388
79
$119K 0.05%
+5,345
80
$119K 0.05%
+5,447
81
$118K 0.05%
714
+101
82
$117K 0.05%
2,745
83
$115K 0.05%
2,640
-23
84
$115K 0.05%
3,538
85
$112K 0.05%
1,140
86
$108K 0.05%
1,036
87
$107K 0.05%
638
88
$105K 0.04%
338
+115
89
$104K 0.04%
800
90
$101K 0.04%
276
91
$99.6K 0.04%
471
-1,478
92
$94.1K 0.04%
2,123
+1,879
93
$93.2K 0.04%
2,055
+4
94
$90.8K 0.04%
1,638
95
$89.5K 0.04%
449
-7
96
$88.3K 0.04%
1,542
+2
97
$86.9K 0.04%
400
98
$86.6K 0.04%
1,078
-46
99
$86.4K 0.04%
+4,250
100
$85.2K 0.04%
3,000
2 3
4
5 6