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
$235M
AUM Growth
+$708K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$754K
3
+$723K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$701K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$494K

Top Sells

1
+$1.75M
2
+$915K
3
+$878K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$729K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$698K

Sector Composition

1 Technology 1.49%
2 Consumer Staples 0.76%
3 Energy 0.52%
4 Financials 0.48%
5 Utilities 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71M 30.18%
126,966
-3,122
2
$20.9M 8.89%
44,600
-1,951
3
$20.5M 8.71%
218,979
-7,784
4
$12.3M 5.21%
155,215
+2,973
5
$11.6M 4.92%
395,826
+25,795
6
$10M 4.25%
197,477
-1,867
7
$9.86M 4.19%
167,225
-1,179
8
$9.57M 4.06%
235,330
+4,340
9
$8.18M 3.47%
81,278
-1,144
10
$6.45M 2.74%
112,959
+2,984
11
$4.63M 1.97%
34,016
-199
12
$3.75M 1.59%
29,075
+2,638
13
$3.38M 1.44%
46,687
+17,893
14
$2.33M 0.99%
4,362
+62
15
$2.22M 0.94%
23,796
+328
16
$2.17M 0.92%
47,255
+1,512
17
$2.12M 0.9%
54,172
+17,930
18
$1.98M 0.84%
19,390
-8,589
19
$1.34M 0.57%
26,510
+2,835
20
$1.21M 0.51%
3,810
+30
21
$1.15M 0.49%
53,029
+2,997
22
$1.15M 0.49%
13,918
+2
23
$1.13M 0.48%
3,021
+547
24
$1.12M 0.48%
23,717
+1,505
25
$1.11M 0.47%
17,915
+11,660
1
2 3 4 5