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
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$17.7M
3
+$13.4M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$9.27M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.41M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 1.19%
3 Energy 0.8%
4 Technology 0.53%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
+493
102
$19K 0.01%
+334
103
$18K 0.01%
+231
104
$18K 0.01%
+4,500
105
$17K 0.01%
+775
106
$17K 0.01%
+398
107
$17K 0.01%
+1,123
108
$17K 0.01%
+1,310
109
$16K 0.01%
+1,000
110
$16K 0.01%
+155
111
$16K 0.01%
+177
112
$15K 0.01%
+157
113
$15K 0.01%
+1,500
114
$14K 0.01%
+100
115
$14K 0.01%
+231
116
$14K 0.01%
+406
117
$14K 0.01%
+165
118
$12K 0.01%
+95
119
$12K 0.01%
+245
120
$12K 0.01%
+89
121
$11K 0.01%
+440
122
$11K 0.01%
+200
123
$11K 0.01%
+282
124
$11K 0.01%
+600
125
$11K 0.01%
+750
3 4
5
6 7