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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25.9K 0.01%
509
-190
177
$25.2K 0.01%
27
178
$25.1K 0.01%
76
-16
179
$25K 0.01%
2,174
+941
180
$24.9K 0.01%
251
181
$24.8K 0.01%
187
182
$24.1K 0.01%
150
183
$23.9K 0.01%
181
184
$23.6K 0.01%
204
185
$23.4K 0.01%
151
+126
186
$23.2K 0.01%
332
-36
187
$22.8K 0.01%
100
188
$22.3K 0.01%
406
189
$22.2K 0.01%
2,213
+23
190
$20.9K 0.01%
42
-2
191
$20.9K 0.01%
1,040
192
$20.8K 0.01%
293
+200
193
$20.7K 0.01%
+200
194
$20.5K 0.01%
600
195
$20.1K 0.01%
451
196
$19.7K 0.01%
200
-88
197
$19.5K 0.01%
718
198
$19.3K 0.01%
46
199
$18.6K 0.01%
+320
200
$18.6K 0.01%
+205
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