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
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$165K
3
+$132K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$79.1K

Top Sells

1
+$540K
2
+$464K
3
+$453K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$121K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.9M 26.83%
151,284
-99
2
$24M 14.37%
375,158
+293
3
$15.6M 9.35%
82,837
-2,861
4
$9.85M 5.89%
349,450
+4,550
5
$9.22M 5.51%
113,735
+1,625
6
$7.61M 4.55%
74,819
+81
7
$6.26M 3.74%
102,567
-620
8
$6.14M 3.67%
59,877
-4,525
9
$5.64M 3.37%
76,470
-5,084
10
$5.47M 3.27%
62,538
-5,184
11
$4.53M 2.71%
161,897
-4,321
12
$3.21M 1.92%
34,072
-690
13
$3.07M 1.83%
29,365
+4,163
14
$2.38M 1.42%
47,145
+3,267
15
$2.31M 1.38%
65,627
+1,305
16
$1.74M 1.04%
4,946
-50
17
$1.54M 0.92%
8,870
-442
18
$1.34M 0.8%
27,417
+696
19
$1.17M 0.7%
43,945
+2,960
20
$1.11M 0.66%
14,208
21
$974K 0.58%
40,845
+250
22
$829K 0.5%
21,856
-2,826
23
$459K 0.27%
3,303
24
$422K 0.25%
5,422
25
$365K 0.22%
6,512
+4
1
2 3 4 5