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
$159M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$987K
4
NTR icon
Nutrien
NTR
+$875K
5
IAU icon
iShares Gold Trust
IAU
+$445K

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.89M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.32M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Sector Composition

1 Materials 1.39%
2 Consumer Staples 0.86%
3 Communication Services 0.84%
4 Technology 0.65%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
245
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245
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381
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475
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$13K 0.01%
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135
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775
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$12K 0.01%
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$12K 0.01%
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$12K 0.01%
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161
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$11K 0.01%
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144
$11K 0.01%
445
145
$11K 0.01%
730
146
$11K 0.01%
371
147
$10K 0.01%
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$10K 0.01%
167
+1
149
$10K 0.01%
300
150
$10K 0.01%
406
4 5
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7 8