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
$180M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$436K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$291K

Top Sells

1
+$810K
2
+$187K
3
+$128K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$68K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$59.8K

Sector Composition

1 Real Estate 1.49%
2 Consumer Staples 1.22%
3 Technology 0.98%
4 Industrials 0.43%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.02%
297
102
$27K 0.02%
395
103
$26K 0.01%
240
-180
104
$25K 0.01%
117
105
$25K 0.01%
334
106
$24K 0.01%
277
107
$24K 0.01%
543
108
$24K 0.01%
508
-92
109
$24K 0.01%
723
110
$24K 0.01%
81
+1
111
$23K 0.01%
1,010
112
$21K 0.01%
400
113
$21K 0.01%
233
114
$20K 0.01%
1,150
115
$20K 0.01%
+105
116
$19K 0.01%
77
117
$19K 0.01%
270
118
$19K 0.01%
2,000
119
$19K 0.01%
300
120
$18K 0.01%
65
121
$18K 0.01%
750
122
$18K 0.01%
98
123
$18K 0.01%
1,600
124
$18K 0.01%
1,310
125
$16K 0.01%
62
3 4
5
6 7