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

Top Buys

1
+$2.37M
2
+$2.17M
3
+$987K
4
NTR icon
Nutrien
NTR
+$875K
5
IAU icon
iShares Gold Trust
IAU
+$445K

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.89M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.32M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

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%
300
177
$5K ﹤0.01%
29
178
$5K ﹤0.01%
50
179
$5K ﹤0.01%
100
180
$5K ﹤0.01%
80
181
$5K ﹤0.01%
116
182
$5K ﹤0.01%
76
183
$4K ﹤0.01%
+67
184
$4K ﹤0.01%
39
185
$4K ﹤0.01%
93
+15
186
$4K ﹤0.01%
180
187
$4K ﹤0.01%
50
188
$3K ﹤0.01%
100
189
$3K ﹤0.01%
65
190
$3K ﹤0.01%
44
191
$3K ﹤0.01%
17
192
$3K ﹤0.01%
55
193
$3K ﹤0.01%
99
194
$3K ﹤0.01%
75
+50
195
$3K ﹤0.01%
52
+40
196
$3K ﹤0.01%
30
197
$3K ﹤0.01%
28
198
$3K ﹤0.01%
50
199
$3K ﹤0.01%
335
200
$3K ﹤0.01%
96
6 7
8
9 10