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
$159M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.21M
3
+$988K
4
NTR icon
Nutrien
NTR
+$927K
5
IAU icon
iShares Gold Trust
IAU
+$446K

Top Sells

1
+$2.21M
2
+$2.19M
3
+$2.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.35M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.33M

Sector Composition

1 Materials 1.39%
2 Consumer Staples 0.86%
3 Communication Services 0.84%
4 Technology 0.65%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
29
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179
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$4K ﹤0.01%
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185
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93
+15
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50
188
$3K ﹤0.01%
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43
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$3K ﹤0.01%
155
-97,714
191
$3K ﹤0.01%
100
192
$3K ﹤0.01%
65
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197
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75
+50
198
$3K ﹤0.01%
52
+40
199
$3K ﹤0.01%
30
200
$3K ﹤0.01%
28
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