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
$159M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.17M
3
+$987K
4
NTR icon
Nutrien
NTR
+$875K
5
IAU icon
iShares Gold Trust
IAU
+$445K

Top Sells

1
+$2.21M
2
+$2.15M
3
+$1.89M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.32M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Sector Composition

1 Materials 1.39%
2 Consumer Staples 0.86%
3 Communication Services 0.84%
4 Technology 0.65%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5M 25.4%
153,813
-584
2
$19.4M 12.16%
373,142
-41,461
3
$15.8M 9.91%
98,620
-8,158
4
$8.21M 5.15%
104,621
+3,612
5
$8.09M 5.07%
317,582
+17,482
6
$6.79M 4.26%
102,704
+162
7
$6.58M 4.13%
64,848
+1,220
8
$6.57M 4.12%
99,656
+32,915
9
$6.23M 3.91%
60,340
-1,558
10
$5.92M 3.72%
64,920
+527
11
$5.88M 3.69%
69,539
-1,652
12
$4.79M 3%
173,547
-948
13
$3.15M 1.98%
37,319
-796
14
$2.39M 1.5%
19,711
+19,563
15
$1.77M 1.11%
5,183
-33
16
$1.71M 1.07%
10,945
-85
17
$1.08M 0.68%
41,330
+290
18
$1.08M 0.68%
18,566
+1,056
19
$1.07M 0.67%
77,666
+2,596
20
$987K 0.62%
+19,736
21
$875K 0.55%
+18,509
22
$789K 0.5%
25,160
-80
23
$755K 0.47%
14,200
24
$711K 0.45%
26,395
-548
25
$437K 0.27%
1,295
+6
1
2 3 4 5