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
$161M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$150K
3
+$119K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$96.8K
5
IAU icon
iShares Gold Trust
IAU
+$87.6K

Top Sells

1
+$789K
2
+$326K
3
+$175K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$174K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$70.9K

Sector Composition

1 Materials 1.44%
2 Consumer Staples 0.89%
3 Communication Services 0.82%
4 Technology 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.02%
395
102
$23K 0.01%
167
103
$23K 0.01%
2,416
104
$23K 0.01%
8,000
105
$22K 0.01%
723
106
$22K 0.01%
413
107
$22K 0.01%
950
108
$21K 0.01%
100
109
$21K 0.01%
300
110
$20K 0.01%
242
+16
111
$18K 0.01%
233
112
$18K 0.01%
67
113
$18K 0.01%
135
114
$16K 0.01%
200
115
$16K 0.01%
41
-30
116
$16K 0.01%
1,310
117
$15K 0.01%
500
118
$15K 0.01%
148
-165
119
$15K 0.01%
245
120
$15K 0.01%
381
121
$14K 0.01%
150
122
$14K 0.01%
245
123
$14K 0.01%
775
124
$14K 0.01%
250
125
$14K 0.01%
439
3 4
5
6 7