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

Top Buys

1
+$3.07M
2
+$1.01M
3
+$863K
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$422K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$379K

Top Sells

1
+$3.01M
2
+$1.25M
3
+$985K
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$556K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$446K

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
$9K ﹤0.01%
185
203
$9K ﹤0.01%
50
204
$9K ﹤0.01%
+225
205
$9K ﹤0.01%
210
206
$9K ﹤0.01%
100
207
$9K ﹤0.01%
60
208
$9K ﹤0.01%
194
209
$9K ﹤0.01%
+186
210
$9K ﹤0.01%
81
211
$8K ﹤0.01%
+298
212
$8K ﹤0.01%
100
213
$8K ﹤0.01%
250
-40,190
214
$8K ﹤0.01%
380
215
$8K ﹤0.01%
115
216
$8K ﹤0.01%
+281
217
$8K ﹤0.01%
175
218
$8K ﹤0.01%
61
219
$7K ﹤0.01%
531
220
$7K ﹤0.01%
250
221
$7K ﹤0.01%
50
222
$7K ﹤0.01%
444
223
$7K ﹤0.01%
110
224
$7K ﹤0.01%
100
225
$7K ﹤0.01%
+262
7 8
9
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