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
$221M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.03M
3
+$1.01M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$428K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$404K

Top Sells

1
+$3.07M
2
+$1.29M
3
+$1.01M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$540K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438K

Sector Composition

1 Technology 1.17%
2 Consumer Staples 1.09%
3 Communication Services 0.9%
4 Financials 0.47%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.1M 30.36%
148,579
-231
2
$22.9M 10.36%
63,167
-8,473
3
$21.5M 9.72%
277,110
-13,005
4
$16.5M 7.47%
448,544
+7,383
5
$12.5M 5.65%
159,959
+2,960
6
$9.93M 4.49%
99,162
+1,598
7
$9.54M 4.31%
189,700
+2,367
8
$7.1M 3.21%
102,205
-6,301
9
$5.5M 2.49%
165,032
+97,277
10
$5.5M 2.49%
71,915
+4,148
11
$4.67M 2.11%
41,894
-711
12
$2.82M 1.27%
54,376
-10,422
13
$2.12M 0.96%
34,520
+16,735
14
$1.98M 0.89%
4,029
-97
15
$1.76M 0.8%
16,291
+1,832
16
$1.52M 0.69%
29,751
+2,058
17
$1.48M 0.67%
31,660
+1,060
18
$1.42M 0.64%
14,221
+1
19
$1.38M 0.62%
24,808
-1,835
20
$1.31M 0.59%
4,996
-60
21
$1.31M 0.59%
51,112
-6,403
22
$1.15M 0.52%
8,525
+7,495
23
$1.11M 0.5%
8,200
-540
24
$972K 0.44%
26,990
-2,345
25
$954K 0.43%
15,190
+1,910
1
2 3 4 5