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
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$17.7M
3
+$13.4M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$9.27M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.41M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 1.19%
3 Energy 0.8%
4 Technology 0.53%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
+70
177
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+18
178
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180
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+78
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$1K ﹤0.01%
+100
183
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184
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+18
185
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186
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+4
187
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195
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+18
196
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197
$1K ﹤0.01%
+150
198
$1K ﹤0.01%
+16
199
$0 ﹤0.01%
+5
200
$0 ﹤0.01%
+1
5 6 7
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