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
$146M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$513K
3
+$331K
4
IAU icon
iShares Gold Trust
IAU
+$283K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$247K

Top Sells

1
+$3.74M
2
+$3.68M
3
+$2M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$56.7K

Sector Composition

1 Communication Services 1.48%
2 Consumer Staples 0.96%
3 Materials 0.87%
4 Technology 0.44%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.7M 21.74%
154,096
+1,611
2
$20.2M 13.89%
460,787
+5,629
3
$14.3M 9.84%
131,309
-519
4
$7.23M 4.96%
71,735
+511
5
$7.03M 4.83%
87,856
+2,197
6
$6.47M 4.44%
126,766
+3,472
7
$6.25M 4.29%
56,684
+4,653
8
$5.66M 3.89%
75,045
-205
9
$5.64M 3.87%
110,092
-71,846
10
$5.01M 3.44%
62,678
+1,800
11
$3.9M 2.68%
164,288
+11,917
12
$3.16M 2.17%
19,337
+19,275
13
$2.97M 2.04%
38,049
+460
14
$2.91M 2%
137,815
+5,548
15
$2.75M 1.89%
35,299
+978
16
$1.82M 1.25%
85,562
+8,072
17
$1.78M 1.22%
26,217
+2,280
18
$1.74M 1.2%
58,964
+1,150
19
$1.63M 1.12%
13,504
-30,924
20
$1.61M 1.11%
14,574
-409
21
$1.46M 1%
5,562
-177
22
$1.08M 0.74%
66,520
+1,115
23
$720K 0.49%
14,478
24
$698K 0.48%
6,297
+594
25
$679K 0.47%
26,170
-30
1
2 3 4 5