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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
200
202
$5K ﹤0.01%
100
203
$5K ﹤0.01%
72
204
$5K ﹤0.01%
15
205
$5K ﹤0.01%
180
206
$4K ﹤0.01%
138
207
$4K ﹤0.01%
51
208
$4K ﹤0.01%
45
209
$4K ﹤0.01%
70
210
$4K ﹤0.01%
25
211
$4K ﹤0.01%
85
212
$4K ﹤0.01%
60
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$4K ﹤0.01%
100
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$4K ﹤0.01%
+75
215
$4K ﹤0.01%
28
216
$4K ﹤0.01%
77
217
$4K ﹤0.01%
+50
218
$4K ﹤0.01%
25
219
$4K ﹤0.01%
50
220
$3K ﹤0.01%
96
221
$3K ﹤0.01%
20
222
$3K ﹤0.01%
44
223
$3K ﹤0.01%
50
224
$3K ﹤0.01%
49
225
$3K ﹤0.01%
125
7 8
9
10 11