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
$159M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$987K
4
NTR icon
Nutrien
NTR
+$875K
5
IAU icon
iShares Gold Trust
IAU
+$445K

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.89M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.32M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Sector Composition

1 Materials 1.39%
2 Consumer Staples 0.86%
3 Communication Services 0.84%
4 Technology 0.65%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
43
202
$3K ﹤0.01%
155
-97,714
203
$2K ﹤0.01%
+125
204
$2K ﹤0.01%
100
205
$2K ﹤0.01%
20
206
$2K ﹤0.01%
45
-11
207
$2K ﹤0.01%
48
208
$2K ﹤0.01%
25
209
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45
210
$2K ﹤0.01%
23
211
$2K ﹤0.01%
50
212
$2K ﹤0.01%
25
-125
213
$2K ﹤0.01%
80
214
$2K ﹤0.01%
80
215
$2K ﹤0.01%
16
216
$2K ﹤0.01%
40
217
$2K ﹤0.01%
25
218
$2K ﹤0.01%
100
219
$2K ﹤0.01%
20
220
$1K ﹤0.01%
30
221
$1K ﹤0.01%
50
222
$1K ﹤0.01%
+42
223
$1K ﹤0.01%
+24
224
$1K ﹤0.01%
15
225
$1K ﹤0.01%
+33
7 8
9
10 11