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
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$513K
3
+$331K
4
IAU icon
iShares Gold Trust
IAU
+$283K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$247K

Top Sells

1
+$3.74M
2
+$3.68M
3
+$2M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$56.7K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
60
152
$5K ﹤0.01%
318
153
$5K ﹤0.01%
210
154
$4K ﹤0.01%
280
155
$4K ﹤0.01%
54
156
$4K ﹤0.01%
65
157
$4K ﹤0.01%
300
158
$4K ﹤0.01%
27
159
$4K ﹤0.01%
270
160
$4K ﹤0.01%
115
-149
161
$4K ﹤0.01%
130
162
$4K ﹤0.01%
260
+50
163
$4K ﹤0.01%
130
164
$4K ﹤0.01%
118
165
$3K ﹤0.01%
100
166
$3K ﹤0.01%
25
167
$3K ﹤0.01%
10
168
$3K ﹤0.01%
100
169
$3K ﹤0.01%
55
170
$3K ﹤0.01%
70
171
$3K ﹤0.01%
45
172
$3K ﹤0.01%
88
173
$3K ﹤0.01%
100
174
$3K ﹤0.01%
330
175
$3K ﹤0.01%
15
5 6
7
8 9