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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84.7K 0.04%
2,864
102
$80.3K 0.03%
915
-103
103
$79.4K 0.03%
1,361
104
$77.5K 0.03%
455
+300
105
$75.4K 0.03%
291
-24
106
$75.2K 0.03%
673
+250
107
$72.1K 0.03%
915
-20
108
$70.4K 0.03%
641
109
$69.2K 0.03%
+1,086
110
$67K 0.03%
9,876
111
$67K 0.03%
2,320
-200
112
$66.4K 0.03%
400
113
$65.6K 0.03%
2,116
114
$65.1K 0.03%
417
115
$64.3K 0.03%
144
-23
116
$64.1K 0.03%
248
117
$63.7K 0.03%
216
-4
118
$62K 0.03%
2,000
119
$61K 0.03%
305
-66
120
$60.7K 0.03%
224
121
$60.5K 0.03%
64
-24
122
$59.3K 0.03%
5,999
+205
123
$59.1K 0.03%
541
124
$59K 0.03%
1,781
125
$57.4K 0.02%
960
-157
3 4
5
6 7