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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$1.03M
3 +$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1 +$3.07M
2 +$1.29M
3 +$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10K ﹤0.01%
800
202
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81
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250
-40,190
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$8K ﹤0.01%
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61
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+298
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100
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$7K ﹤0.01%
531
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100
221
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+262
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+227
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15
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250
225
$7K ﹤0.01%
50