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
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$435K
2 +$165K
3 +$132K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$79.1K

Top Sells

1 +$540K
2 +$464K
3 +$453K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$121K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7K ﹤0.01%
27
177
$7K ﹤0.01%
210
178
$7K ﹤0.01%
160
179
$7K ﹤0.01%
76
180
$7K ﹤0.01%
100
181
$7K ﹤0.01%
130
182
$6K ﹤0.01%
50
183
$6K ﹤0.01%
120
184
$6K ﹤0.01%
41
-24
185
$6K ﹤0.01%
15
186
$6K ﹤0.01%
400
187
$6K ﹤0.01%
400
188
$6K ﹤0.01%
165
189
$6K ﹤0.01%
76
190
$5K ﹤0.01%
+45
191
$5K ﹤0.01%
165
192
$5K ﹤0.01%
300
193
$5K ﹤0.01%
29
194
$5K ﹤0.01%
76
195
$5K ﹤0.01%
200
196
$5K ﹤0.01%
112
197
$5K ﹤0.01%
40
-35
198
$4K ﹤0.01%
100
199
$4K ﹤0.01%
25
+5
200
$4K ﹤0.01%
17