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
$167M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$408K
3
+$271K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$235K
5
NLY icon
Annaly Capital Management
NLY
+$162K

Top Sells

1
+$5.51M
2
+$790K
3
+$348K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$157K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$127K

Sector Composition

1 Real Estate 1.47%
2 Consumer Staples 1.08%
3 Technology 0.93%
4 Materials 0.63%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
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252
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253
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2
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100
256
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20
257
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45
258
$2K ﹤0.01%
5
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$2K ﹤0.01%
+110
261
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+50
262
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$2K ﹤0.01%
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$1K ﹤0.01%
15
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$1K ﹤0.01%
6
267
$1K ﹤0.01%
100
268
$1K ﹤0.01%
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269
$1K ﹤0.01%
40
270
$1K ﹤0.01%
24
271
$1K ﹤0.01%
68
+1
272
$1K ﹤0.01%
10
273
$1K ﹤0.01%
119
274
$1K ﹤0.01%
80
275
$1K ﹤0.01%
50
9 10
11
12 13