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
$161M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$150K
3
+$119K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$96.8K
5
IAU icon
iShares Gold Trust
IAU
+$87.6K

Top Sells

1
+$789K
2
+$326K
3
+$175K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$174K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$70.9K

Sector Composition

1 Materials 1.44%
2 Consumer Staples 0.89%
3 Communication Services 0.82%
4 Technology 0.67%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 25.95%
154,170
+357
2
$19.8M 12.29%
372,496
-646
3
$16.8M 10.4%
97,603
-1,017
4
$8.25M 5.12%
105,607
+986
5
$7.72M 4.79%
321,226
+3,644
6
$6.94M 4.31%
68,374
+3,526
7
$6.93M 4.3%
101,664
-1,040
8
$6.43M 3.99%
101,531
+1,875
9
$6.08M 3.77%
69,934
+395
10
$6.04M 3.75%
65,150
+230
11
$6.01M 3.73%
58,642
-1,698
12
$4.66M 2.89%
175,244
+1,697
13
$3.14M 1.95%
36,901
-418
14
$2.33M 1.44%
19,823
+112
15
$1.82M 1.13%
5,122
-61
16
$1.78M 1.1%
10,945
17
$1.14M 0.71%
22,736
+3,000
18
$1.06M 0.66%
77,309
-357
19
$1.03M 0.64%
40,950
-380
20
$1.01M 0.63%
18,598
+89
21
$994K 0.62%
18,923
+357
22
$824K 0.51%
14,202
+2
23
$646K 0.4%
26,647
+252
24
$375K 0.23%
6,472
-720
25
$365K 0.23%
17,314
-280
1
2 3 4 5