LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$507K
3
+$314K
4
IAU icon
iShares Gold Trust
IAU
+$273K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K

Top Sells

1
+$3.54M
2
+$3.49M
3
+$1.9M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$53.9K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
80
177
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180
178
$3K ﹤0.01%
65
179
$3K ﹤0.01%
25
180
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100
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$3K ﹤0.01%
152
182
$3K ﹤0.01%
1,260
183
$2K ﹤0.01%
+56
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70
185
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29
186
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+50
187
$2K ﹤0.01%
267
188
$2K ﹤0.01%
51
189
$2K ﹤0.01%
20
190
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96
191
$2K ﹤0.01%
25
192
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50
193
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6
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35
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$2K ﹤0.01%
50
198
$1K ﹤0.01%
14
199
$1K ﹤0.01%
25
200
$1K ﹤0.01%
+25
6 7
8
9 10