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
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$696K
3
+$420K
4
IOO icon
iShares Global 100 ETF
IOO
+$325K
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$309K

Top Sells

1
+$367K
2
+$222K
3
+$202K
4
SH icon
ProShares Short S&P500
SH
+$200K
5
VZ icon
Verizon
VZ
+$152K

Sector Composition

1 Technology 1.46%
2 Consumer Staples 0.98%
3 Energy 0.54%
4 Utilities 0.37%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.79K ﹤0.01%
100
227
$8.7K ﹤0.01%
210
228
$8.54K ﹤0.01%
100
229
$8.53K ﹤0.01%
1,271
230
$8.45K ﹤0.01%
52
231
$8.28K ﹤0.01%
60
232
$8.21K ﹤0.01%
115
233
$8K ﹤0.01%
46
234
$7.94K ﹤0.01%
35
235
$7.92K ﹤0.01%
30
-30
236
$7.74K ﹤0.01%
225
237
$7.72K ﹤0.01%
75
238
$7.7K ﹤0.01%
100
239
$7.52K ﹤0.01%
281
240
$7.42K ﹤0.01%
100
241
$7.4K ﹤0.01%
400
-800
242
$7.36K ﹤0.01%
183
243
$7.33K ﹤0.01%
227
244
$7.21K ﹤0.01%
998
245
$7.16K ﹤0.01%
100
246
$7.16K ﹤0.01%
380
247
$6.86K ﹤0.01%
62
248
$6.62K ﹤0.01%
70
249
$6.61K ﹤0.01%
262
250
$6.58K ﹤0.01%
100
8 9
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