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
State Street Financial Select Sector SPDR ETF
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
276
$1K ﹤0.01%
12
-4,175
277
$1K ﹤0.01%
18
278
$1K ﹤0.01%
50
279
$1K ﹤0.01%
80
280
$1K ﹤0.01%
119
281
$1K ﹤0.01%
10
282
$1K ﹤0.01%
68
+1
283
$1K ﹤0.01%
24
284
$1K ﹤0.01%
40
285
$1K ﹤0.01%
18
286
$1K ﹤0.01%
100
287
$1K ﹤0.01%
6
288
$1K ﹤0.01%
15
289
$1K ﹤0.01%
+14
290
$0 ﹤0.01%
1
291
$0 ﹤0.01%
2
292
$0 ﹤0.01%
1
293
– –
-214
294
– –
-25
295
– –
-15
296
$0 ﹤0.01%
5
297
– –
-17
298
– –
-55
299
$0 ﹤0.01%
13
300
$0 ﹤0.01%
4
10 11
12
13 14