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
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$513K
3
+$331K
4
IAU icon
iShares Gold Trust
IAU
+$283K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$247K

Top Sells

1
+$3.74M
2
+$3.68M
3
+$2M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$56.7K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
394
127
$10K 0.01%
282
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$10K 0.01%
400
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$10K 0.01%
466
130
$10K 0.01%
381
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$9K 0.01%
150
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$9K 0.01%
125
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$9K 0.01%
160
134
$9K 0.01%
530
+500
135
$8K 0.01%
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136
$8K 0.01%
300
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$8K 0.01%
84
+2
138
$8K 0.01%
165
139
$7K ﹤0.01%
700
+600
140
$7K ﹤0.01%
150
141
$6K ﹤0.01%
150
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$6K ﹤0.01%
50
143
$6K ﹤0.01%
+75
144
$6K ﹤0.01%
100
145
$6K ﹤0.01%
48
146
$5K ﹤0.01%
250
147
$5K ﹤0.01%
210
148
$5K ﹤0.01%
200
149
$5K ﹤0.01%
110
+45
150
$5K ﹤0.01%
100
4 5
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7 8