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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.3M
3
+$317K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$176K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K

Top Sells

1
+$485K
2
+$336K
3
+$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.01%
395
102
$23K 0.01%
2,416
103
$22K 0.01%
1,010
104
$22K 0.01%
287
+18
105
$21K 0.01%
167
106
$21K 0.01%
543
-300
107
$21K 0.01%
209
+127
108
$21K 0.01%
950
109
$20K 0.01%
233
110
$20K 0.01%
334
111
$20K 0.01%
1,600
112
$20K 0.01%
8,000
113
$18K 0.01%
300
114
$18K 0.01%
1,400
115
$18K 0.01%
750
116
$17K 0.01%
2,000
-385
117
$16K 0.01%
1,310
118
$15K 0.01%
98
+75
119
$14K 0.01%
381
120
$14K 0.01%
384
121
$14K 0.01%
41
122
$14K 0.01%
250
123
$14K 0.01%
500
124
$14K 0.01%
245
125
$14K 0.01%
398
3 4
5
6 7