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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.01%
1,271
152
$19K 0.01%
300
153
$19K 0.01%
187
154
$18K 0.01%
172
155
$18K 0.01%
161
156
$18K 0.01%
50
157
$18K 0.01%
1,048
158
$17K 0.01%
50
-25
159
$17K 0.01%
76
160
$17K 0.01%
550
161
$17K 0.01%
158
162
$17K 0.01%
500
163
$17K 0.01%
200
164
$16K 0.01%
62
165
$16K 0.01%
161
166
$16K 0.01%
1,233
167
$16K 0.01%
102
168
$16K 0.01%
85
169
$15K 0.01%
133
170
$15K 0.01%
250
+200
171
$15K 0.01%
245
172
$15K 0.01%
250
173
$15K 0.01%
150
174
$15K 0.01%
+450
175
$14K 0.01%
300
5 6
7
8 9