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
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$513K
3
+$331K
4
IAU icon
iShares Gold Trust
IAU
+$283K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$247K

Top Sells

1
+$3.74M
2
+$3.68M
3
+$2M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$56.7K

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
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$3K ﹤0.01%
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183
$2K ﹤0.01%
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20
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$1K ﹤0.01%
+50
6 7
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