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
$159M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$987K
4
NTR icon
Nutrien
NTR
+$875K
5
IAU icon
iShares Gold Trust
IAU
+$445K

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.89M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.32M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Sector Composition

1 Materials 1.39%
2 Consumer Staples 0.86%
3 Communication Services 0.84%
4 Technology 0.65%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.02%
555
102
$24K 0.02%
395
103
$23K 0.01%
564
104
$23K 0.01%
1,150
+150
105
$23K 0.01%
107
106
$23K 0.01%
950
107
$22K 0.01%
2,416
108
$22K 0.01%
1,215
109
$22K 0.01%
8,000
110
$21K 0.01%
71
+30
111
$21K 0.01%
413
112
$20K 0.01%
723
113
$19K 0.01%
100
114
$19K 0.01%
124
115
$19K 0.01%
363
116
$18K 0.01%
233
117
$18K 0.01%
67
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118
$18K 0.01%
50
-35
119
$18K 0.01%
176
120
$18K 0.01%
300
121
$17K 0.01%
226
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122
$16K 0.01%
200
123
$16K 0.01%
250
124
$16K 0.01%
135
125
$16K 0.01%
1,310
3 4
5
6 7