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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14K 0.01%
85
177
$14K 0.01%
100
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50
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$14K 0.01%
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$13K 0.01%
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$12K 0.01%
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29
184
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185
$12K 0.01%
225
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$12K 0.01%
80
187
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+20
188
$12K 0.01%
200
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$11K 0.01%
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310
192
$11K 0.01%
27
193
$11K 0.01%
+585
194
$11K 0.01%
406
195
$11K 0.01%
55
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$11K 0.01%
80
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$11K 0.01%
650
198
$10K ﹤0.01%
+411
199
$10K ﹤0.01%
165
200
$10K ﹤0.01%
+183
6 7
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