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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.3M
3
+$317K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$176K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$175K

Top Sells

1
+$485K
2
+$336K
3
+$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.9M 25.96%
151,730
-1,717
2
$22M 13.31%
373,824
-419
3
$15.5M 9.37%
86,083
-1,872
4
$8.79M 5.32%
110,206
+604
5
$8.39M 5.08%
339,003
+5,067
6
$7.49M 4.54%
73,789
+1,724
7
$6.33M 3.84%
63,729
-924
8
$6.29M 3.81%
103,432
-3
9
$5.91M 3.58%
83,704
-1,172
10
$5.84M 3.54%
68,266
-792
11
$5.44M 3.29%
50,989
+67
12
$4.39M 2.66%
170,817
-161
13
$3.27M 1.98%
35,111
-301
14
$2.39M 1.45%
+59,879
15
$2.36M 1.43%
21,365
+20,769
16
$1.97M 1.19%
39,210
+1,876
17
$1.72M 1.04%
4,988
-13
18
$1.59M 0.96%
9,527
-301
19
$1.35M 0.82%
26,085
+6,125
20
$1.07M 0.65%
14,206
+2
21
$1.07M 0.65%
40,595
+900
22
$828K 0.5%
36,960
+7,865
23
$790K 0.48%
69,134
-8,200
24
$441K 0.27%
5,902
-570
25
$392K 0.24%
3,324
1
2 3 4 5