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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18.5K 0.01%
136
202
$18.4K 0.01%
600
203
$18.4K 0.01%
829
204
$18.2K 0.01%
450
205
$18.1K 0.01%
210
206
$18K 0.01%
266
-7
207
$17.8K 0.01%
465
208
$17.8K 0.01%
214
209
$17.7K 0.01%
+100
210
$17.6K 0.01%
150
211
$17.1K 0.01%
+21
212
$17K 0.01%
+513
213
$16.9K 0.01%
500
214
$16.7K 0.01%
+150
215
$16.7K 0.01%
161
216
$15.7K 0.01%
75
-20
217
$15.7K 0.01%
159
-942
218
$15.5K 0.01%
2,946
219
$15.5K 0.01%
377
220
$15.5K 0.01%
+300
221
$15.2K 0.01%
115
-126
222
$15.1K 0.01%
158
223
$14.4K 0.01%
270
224
$14.3K 0.01%
245
225
$13.8K 0.01%
48
7 8
9
10 11