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
$180M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$436K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$291K

Top Sells

1
+$810K
2
+$187K
3
+$128K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$68K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$59.8K

Sector Composition

1 Real Estate 1.49%
2 Consumer Staples 1.22%
3 Technology 0.98%
4 Industrials 0.43%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K 0.01%
79
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$8K ﹤0.01%
36
+11
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$8K ﹤0.01%
54
179
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50
180
$8K ﹤0.01%
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$8K ﹤0.01%
99
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500
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200
-929
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$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
76
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
300
200
$5K ﹤0.01%
29
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