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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55.6K 0.02%
2,124
127
$55.1K 0.02%
452
+17
128
$54.1K 0.02%
308
129
$53.9K 0.02%
+300
130
$52.5K 0.02%
1,033
131
$52K 0.02%
2,292
+500
132
$51.4K 0.02%
200
133
$51.2K 0.02%
98
-36
134
$51K 0.02%
652
-43
135
$50.4K 0.02%
1,330
136
$49.9K 0.02%
91
-17
137
$49.3K 0.02%
201
138
$48.4K 0.02%
100
139
$47.8K 0.02%
990
140
$46.9K 0.02%
150
141
$46.6K 0.02%
658
142
$46K 0.02%
798
143
$45.5K 0.02%
1,780
+972
144
$44.4K 0.02%
+648
145
$44.1K 0.02%
742
146
$43.2K 0.02%
712
147
$42.3K 0.02%
744
+331
148
$41.5K 0.02%
277
149
$40.9K 0.02%
110
150
$40.2K 0.02%
845
+80
4 5
6
7 8