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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$39.6K 0.02%
700
152
$39.3K 0.02%
398
-124
153
$38K 0.02%
223
154
$36.4K 0.02%
71
155
$35K 0.01%
64
+49
156
$34.6K 0.01%
159
+109
157
$34.4K 0.01%
+2,459
158
$34.3K 0.01%
281
159
$34.1K 0.01%
260
-200
160
$32.8K 0.01%
365
-168
161
$31.9K 0.01%
294
-47
162
$31.4K 0.01%
1,339
163
$30.9K 0.01%
385
164
$30.9K 0.01%
619
+250
165
$30.4K 0.01%
751
166
$30.3K 0.01%
+641
167
$29.8K 0.01%
300
-200
168
$29.1K 0.01%
+1,300
169
$28.6K 0.01%
350
170
$28.5K 0.01%
+725
171
$28.2K 0.01%
122
172
$28K 0.01%
200
173
$27.9K 0.01%
65
174
$27.8K 0.01%
91
-10
175
$27.5K 0.01%
+1,200
5 6
7
8 9