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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$31K 0.01%
124
127
$30K 0.01%
700
128
$30K 0.01%
500
129
$29K 0.01%
+1,588
130
$28K 0.01%
+125
131
$28K 0.01%
163
132
$28K 0.01%
+1,166
133
$28K 0.01%
216
134
$27K 0.01%
134
135
$27K 0.01%
+809
136
$25K 0.01%
215
137
$25K 0.01%
1,200
138
$24K 0.01%
+778
139
$24K 0.01%
315
+200
140
$23K 0.01%
175
-50
141
$22K 0.01%
468
-75
142
$22K 0.01%
100
143
$22K 0.01%
160
144
$22K 0.01%
160
145
$22K 0.01%
+256
146
$21K 0.01%
400
147
$21K 0.01%
380
148
$21K 0.01%
667
149
$20K 0.01%
1,000
150
$20K 0.01%
575
4 5
6
7 8