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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.02%
1,150
102
$50K 0.02%
167
103
$50K 0.02%
200
104
$50K 0.02%
1,005
+3
105
$48K 0.02%
1,000
106
$47K 0.02%
400
107
$47K 0.02%
658
108
$45K 0.02%
1,002
109
$45K 0.02%
8,000
110
$44K 0.02%
96
111
$42K 0.02%
120
112
$41K 0.02%
870
+236
113
$41K 0.02%
395
114
$41K 0.02%
1,125
115
$41K 0.02%
468
-100
116
$39K 0.02%
384
+1
117
$39K 0.02%
255
118
$39K 0.02%
359
119
$39K 0.02%
610
120
$36K 0.02%
870
121
$36K 0.02%
+275
122
$34K 0.02%
915
-580
123
$34K 0.02%
699
124
$33K 0.01%
100
125
$32K 0.01%
158
-575
3 4
5
6 7