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
251
$6.42K ﹤0.01%
175
252
$6.34K ﹤0.01%
175
253
$6.07K ﹤0.01%
180
254
$6K ﹤0.01%
204
255
$5.75K ﹤0.01%
50
256
$5.69K ﹤0.01%
51
257
$5.61K ﹤0.01%
200
258
$5.44K ﹤0.01%
221
259
$5.35K ﹤0.01%
30
-14
260
$5.32K ﹤0.01%
85
261
$5.32K ﹤0.01%
70
262
$5.31K ﹤0.01%
60
263
$5.28K ﹤0.01%
190
264
$5.22K ﹤0.01%
400
265
$5.15K ﹤0.01%
444
266
$5.14K ﹤0.01%
531
267
$4.97K ﹤0.01%
77
268
$4.96K ﹤0.01%
100
269
$4.9K ﹤0.01%
+120
270
$4.88K ﹤0.01%
75
271
$4.76K ﹤0.01%
63
272
$4.51K ﹤0.01%
136
273
$4.48K ﹤0.01%
25
274
$4.31K ﹤0.01%
180
275
$4.25K ﹤0.01%
25
9 10
11
12 13