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
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$513K
3
+$331K
4
IAU icon
iShares Gold Trust
IAU
+$283K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$247K

Top Sells

1
+$3.74M
2
+$3.68M
3
+$2M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$56.7K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17K 0.01%
160
+1
102
$17K 0.01%
202
103
$16K 0.01%
440
104
$16K 0.01%
1,400
105
$16K 0.01%
100
106
$16K 0.01%
108
-95
107
$16K 0.01%
124
108
$16K 0.01%
250
109
$15K 0.01%
500
-300
110
$15K 0.01%
439
+55
111
$14K 0.01%
460
112
$14K 0.01%
100
113
$14K 0.01%
200
114
$14K 0.01%
352
115
$14K 0.01%
535
+200
116
$14K 0.01%
660
117
$13K 0.01%
200
118
$13K 0.01%
231
119
$12K 0.01%
126
120
$12K 0.01%
245
121
$12K 0.01%
165
122
$12K 0.01%
621
123
$11K 0.01%
710
+210
124
$11K 0.01%
775
125
$11K 0.01%
406
3 4
5
6 7