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

Top Buys

1
+$1.15M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$436K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$291K

Top Sells

1
+$810K
2
+$187K
3
+$128K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$68K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$59.8K

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
132
$15K 0.01%
381
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$15K 0.01%
50
-50
134
$15K 0.01%
398
135
$15K 0.01%
+158
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%
300
142
$13K 0.01%
775
143
$13K 0.01%
200
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