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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.3M
3
+$317K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$176K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K

Top Sells

1
+$485K
2
+$336K
3
+$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K 0.01%
200
127
$14K 0.01%
177
+27
128
$13K 0.01%
475
129
$13K 0.01%
+177
130
$13K 0.01%
70
131
$12K 0.01%
316
132
$12K 0.01%
775
133
$12K 0.01%
161
134
$12K 0.01%
270
135
$12K 0.01%
420
136
$12K 0.01%
150
137
$11K 0.01%
174
+124
138
$11K 0.01%
75
-1
139
$11K 0.01%
+65
140
$11K 0.01%
50
141
$11K 0.01%
112
142
$11K 0.01%
210
+39
143
$11K 0.01%
220
144
$10K 0.01%
200
145
$10K 0.01%
146
146
$10K 0.01%
+125
147
$10K 0.01%
90
148
$10K 0.01%
+365
149
$9K 0.01%
75
150
$9K 0.01%
371
4 5
6
7 8