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
$197M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$701K
3
+$684K
4
IAU icon
iShares Gold Trust
IAU
+$570K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$560K

Top Sells

1
+$890K
2
+$775K
3
+$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.3M 28.12%
148,037
+646
2
$23.2M 11.8%
74,026
-880
3
$22.5M 11.44%
331,649
-11,413
4
$15.6M 7.93%
430,691
+15,732
5
$12M 6.1%
144,171
+8,216
6
$9.75M 4.95%
95,569
+6,870
7
$8.94M 4.54%
176,092
+7,614
8
$7.62M 3.87%
110,217
+3,407
9
$5.68M 2.89%
97,107
+3,313
10
$4.29M 2.18%
45,504
-1,168
11
$3.83M 1.94%
106,253
+4,020
12
$3.5M 1.78%
48,711
-12,388
13
$2.06M 1.05%
33,240
+3,770
14
$1.84M 0.93%
57,335
+13,190
15
$1.75M 0.89%
4,160
-20
16
$1.37M 0.7%
6,135
-100
17
$1.36M 0.69%
14,214
18
$1.21M 0.61%
31,901
+31,325
19
$1M 0.51%
9,160
+180
20
$903K 0.46%
30,925
-1,175
21
$833K 0.42%
6,279
-13
22
$768K 0.39%
6,690
+45
23
$620K 0.31%
2,786
-146
24
$587K 0.3%
3,650
+3,480
25
$413K 0.21%
4,322
1
2 3 4 5