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
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$17.2M
3
+$13.2M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$9.05M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.43M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 1.19%
3 Energy 0.8%
4 Technology 0.53%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+100
152
$4K ﹤0.01%
+160
153
$4K ﹤0.01%
+160
154
$4K ﹤0.01%
+63
155
$4K ﹤0.01%
+100
156
$4K ﹤0.01%
+250
157
$4K ﹤0.01%
+60
158
$4K ﹤0.01%
+109
159
$4K ﹤0.01%
+100
160
$3K ﹤0.01%
+70
161
$3K ﹤0.01%
+96
162
$3K ﹤0.01%
+152
163
$3K ﹤0.01%
+25
164
$3K ﹤0.01%
+27
165
$3K ﹤0.01%
+24
166
$3K ﹤0.01%
+55
167
$3K ﹤0.01%
+85
168
$3K ﹤0.01%
+65
169
$3K ﹤0.01%
+455
170
$3K ﹤0.01%
+25
171
$3K ﹤0.01%
+50
172
$3K ﹤0.01%
+100
173
$3K ﹤0.01%
+50
174
$2K ﹤0.01%
+15
175
$2K ﹤0.01%
+20
5 6
7
8 9