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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35K 0.02%
750
+500
102
$33K 0.02%
359
103
$33K 0.02%
205
104
$32K 0.02%
167
105
$32K 0.02%
84
106
$31K 0.02%
117
107
$31K 0.02%
120
+100
108
$31K 0.02%
395
109
$31K 0.02%
+132
110
$30K 0.02%
610
111
$29K 0.01%
276
112
$29K 0.01%
1,000
113
$28K 0.01%
543
114
$28K 0.01%
255
115
$26K 0.01%
870
116
$26K 0.01%
1,200
117
$26K 0.01%
+400
118
$26K 0.01%
100
119
$26K 0.01%
667
120
$25K 0.01%
413
121
$25K 0.01%
500
122
$24K 0.01%
134
-25
123
$24K 0.01%
400
-100
124
$23K 0.01%
700
125
$22K 0.01%
723
3 4
5
6 7