LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$507K
3
+$314K
4
IAU icon
iShares Gold Trust
IAU
+$273K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K

Top Sells

1
+$3.54M
2
+$3.49M
3
+$1.9M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$53.9K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
30
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38
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50
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50
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119
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10
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32
212
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36
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100
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70
215
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16
216
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$0 ﹤0.01%
7
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5
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222
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224
$0 ﹤0.01%
5
225
– –
-19,874
6 7 8
9
10