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
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$165K
3
+$132K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$79.1K

Top Sells

1
+$540K
2
+$464K
3
+$453K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$121K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.01%
100
127
$15K 0.01%
70
128
$15K 0.01%
252
129
$15K 0.01%
62
130
$15K 0.01%
77
-30
131
$14K 0.01%
50
132
$14K 0.01%
91
133
$14K 0.01%
245
134
$14K 0.01%
398
135
$13K 0.01%
213
+1
136
$13K 0.01%
381
137
$12K 0.01%
65
-60
138
$12K 0.01%
200
139
$12K 0.01%
161
140
$12K 0.01%
775
141
$12K 0.01%
100
142
$11K 0.01%
270
+45
143
$11K 0.01%
170
144
$11K 0.01%
400
-100
145
$11K 0.01%
300
146
$11K 0.01%
250
147
$11K 0.01%
75
148
$11K 0.01%
121
149
$11K 0.01%
316
150
$11K 0.01%
475
4 5
6
7 8