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
$161M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$150K
3
+$119K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$96.8K
5
IAU icon
iShares Gold Trust
IAU
+$87.6K

Top Sells

1
+$789K
2
+$326K
3
+$175K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$174K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$70.9K

Sector Composition

1 Materials 1.44%
2 Consumer Staples 0.89%
3 Communication Services 0.82%
4 Technology 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K 0.01%
225
+40
152
$8K 0.01%
27
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$8K 0.01%
65
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$8K 0.01%
89
+1
155
$8K 0.01%
200
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$8K 0.01%
135
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$8K 0.01%
100
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$7K ﹤0.01%
54
159
$7K ﹤0.01%
101
-28
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$7K ﹤0.01%
210
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$7K ﹤0.01%
130
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$7K ﹤0.01%
75
163
$7K ﹤0.01%
+11
164
$6K ﹤0.01%
100
165
$6K ﹤0.01%
50
166
$6K ﹤0.01%
120
167
$5K ﹤0.01%
550
-400
168
$5K ﹤0.01%
300
169
$5K ﹤0.01%
100
170
$5K ﹤0.01%
15
-35
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$5K ﹤0.01%
80
172
$5K ﹤0.01%
76
173
$4K ﹤0.01%
100
174
$4K ﹤0.01%
65
175
$4K ﹤0.01%
29
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7
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