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
$180M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$426K
5
BYND icon
Beyond Meat
BYND
+$292K

Top Sells

1
+$728K
2
+$178K
3
+$122K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$65.1K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$58.6K

Sector Composition

1 Real Estate 1.49%
2 Consumer Staples 1.22%
3 Technology 0.98%
4 Industrials 0.43%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.01%
214
+1
127
$16K 0.01%
100
128
$16K 0.01%
252
129
$16K 0.01%
384
130
$16K 0.01%
850
131
$15K 0.01%
50
-50
132
$15K 0.01%
398
133
$15K 0.01%
+158
134
$15K 0.01%
50
135
$15K 0.01%
381
136
$14K 0.01%
245
137
$14K 0.01%
161
138
$14K 0.01%
92
+1
139
$14K 0.01%
70
140
$14K 0.01%
177
141
$13K 0.01%
200
142
$13K 0.01%
300
143
$13K 0.01%
775
144
$12K 0.01%
185
+115
145
$12K 0.01%
170
146
$12K 0.01%
400
147
$12K 0.01%
250
148
$12K 0.01%
75
149
$12K 0.01%
316
150
$12K 0.01%
100
4 5
6
7 8