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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.01%
500
127
$22K 0.01%
104
128
$22K 0.01%
381
129
$21K 0.01%
100
130
$21K 0.01%
230
131
$20K 0.01%
75
132
$19K 0.01%
1,271
133
$19K 0.01%
1,083
134
$18K 0.01%
2,000
135
$18K 0.01%
50
136
$18K 0.01%
1,310
137
$17K 0.01%
170
138
$17K 0.01%
161
139
$16K 0.01%
300
140
$15K 0.01%
62
141
$15K 0.01%
550
142
$15K 0.01%
220
+1
143
$15K 0.01%
245
144
$15K 0.01%
+100
145
$14K 0.01%
365
146
$14K 0.01%
160
147
$14K 0.01%
160
148
$14K 0.01%
250
149
$14K 0.01%
161
150
$14K 0.01%
158
4 5
6
7 8