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

Top Buys

1
+$30M
2
+$17.7M
3
+$13.4M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$9.27M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.41M

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%
+60
157
$4K ﹤0.01%
+109
158
$4K ﹤0.01%
+50
159
$4K ﹤0.01%
+250
160
$3K ﹤0.01%
+50
161
$3K ﹤0.01%
+100
162
$3K ﹤0.01%
+76
163
$3K ﹤0.01%
+50
164
$3K ﹤0.01%
+96
165
$3K ﹤0.01%
+25
166
$3K ﹤0.01%
+455
167
$3K ﹤0.01%
+65
168
$3K ﹤0.01%
+70
169
$3K ﹤0.01%
+25
170
$3K ﹤0.01%
+27
171
$3K ﹤0.01%
+24
172
$3K ﹤0.01%
+55
173
$3K ﹤0.01%
+85
174
$2K ﹤0.01%
+50
175
$2K ﹤0.01%
+78
5 6
7
8 9