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
$180M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$538K
3
+$476K
4
IAU icon
iShares Gold Trust
IAU
+$436K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$291K

Top Sells

1
+$810K
2
+$187K
3
+$128K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$68K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$59.8K

Sector Composition

1 Real Estate 1.49%
2 Consumer Staples 1.22%
3 Technology 0.98%
4 Industrials 0.43%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.7M 27.08%
151,437
+153
2
$24.6M 13.64%
374,246
-912
3
$17.6M 9.76%
82,651
-186
4
$10.6M 5.87%
364,481
+15,031
5
$9.75M 5.42%
120,376
+6,641
6
$7.89M 4.39%
77,683
+2,864
7
$6.87M 3.81%
105,227
+2,660
8
$6.44M 3.58%
59,872
-5
9
$6.04M 3.35%
75,618
-852
10
$5.8M 3.22%
62,675
+137
11
$4.86M 2.7%
157,745
-4,152
12
$3.34M 1.86%
34,067
-5
13
$2.9M 1.61%
30,164
+799
14
$2.85M 1.59%
56,578
+9,433
15
$2.6M 1.45%
69,076
+3,449
16
$2.44M 1.36%
83,330
+39,385
17
$1.84M 1.02%
4,899
-47
18
$1.58M 0.88%
29,448
+2,031
19
$1.49M 0.83%
7,880
-990
20
$1.21M 0.67%
14,210
+2
21
$1.01M 0.56%
40,555
-290
22
$524K 0.29%
3,323
+20
23
$464K 0.26%
5,422
24
$462K 0.26%
6,288
-224
25
$446K 0.25%
13,290
+2,930
1
2 3 4 5