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
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$440K
2
+$165K
3
+$131K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$82.8K

Top Sells

1
+$542K
2
+$456K
3
+$444K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$374K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$119K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
70
202
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29
203
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100
204
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28
205
$4K ﹤0.01%
180
206
$4K ﹤0.01%
45
-30
207
$4K ﹤0.01%
76
208
$4K ﹤0.01%
50
209
$4K ﹤0.01%
25
210
$4K ﹤0.01%
93
211
$3K ﹤0.01%
25
212
$3K ﹤0.01%
77
213
$3K ﹤0.01%
124
214
$3K ﹤0.01%
30
215
$3K ﹤0.01%
11
216
$3K ﹤0.01%
96
217
$3K ﹤0.01%
25
218
$3K ﹤0.01%
50
219
$3K ﹤0.01%
45
220
$3K ﹤0.01%
65
221
$3K ﹤0.01%
227
222
$3K ﹤0.01%
20
223
$3K ﹤0.01%
75
224
$3K ﹤0.01%
30
+15
225
$3K ﹤0.01%
25
-50
7 8
9
10 11