LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$150K
3
+$124K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$96.4K
5
IAU icon
iShares Gold Trust
IAU
+$91.4K

Top Sells

1
+$789K
2
+$349K
3
+$173K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$171K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$70.5K

Sector Composition

1 Materials 1.44%
2 Consumer Staples 0.89%
3 Communication Services 0.82%
4 Technology 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K 0.01%
660
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$14K 0.01%
475
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$13K 0.01%
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$12K 0.01%
730
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$11K 0.01%
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$11K 0.01%
70
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$11K 0.01%
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$11K 0.01%
220
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$11K 0.01%
168
+1
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$10K 0.01%
51
-99
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420
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143
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200
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$10K 0.01%
371
145
$10K 0.01%
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406
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$9K 0.01%
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150
$8K 0.01%
117
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