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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K 0.01%
570
152
$14K 0.01%
200
153
$13K 0.01%
290
154
$13K 0.01%
57
155
$13K 0.01%
250
156
$13K 0.01%
575
157
$13K 0.01%
187
158
$13K 0.01%
5,291
159
$13K 0.01%
300
160
$13K 0.01%
1,333
161
$12K 0.01%
52
162
$12K 0.01%
170
163
$12K 0.01%
133
-100
164
$12K 0.01%
65
165
$12K 0.01%
650
166
$12K 0.01%
+250
167
$12K 0.01%
900
168
$12K 0.01%
102
169
$11K 0.01%
36
170
$11K 0.01%
210
171
$10K 0.01%
54
172
$10K 0.01%
27
173
$10K 0.01%
158
174
$10K 0.01%
20
175
$10K 0.01%
165
5 6
7
8 9