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
276
$4.24K ﹤0.01%
40
277
$4.05K ﹤0.01%
220
278
$3.8K ﹤0.01%
18
279
$3.79K ﹤0.01%
96
280
$3.66K ﹤0.01%
70
281
$3.58K ﹤0.01%
50
282
$3.57K ﹤0.01%
400
283
$3.49K ﹤0.01%
200
284
$3.49K ﹤0.01%
43
+17
285
$3.49K ﹤0.01%
180
286
$3.48K ﹤0.01%
20
287
$3.4K ﹤0.01%
20
-65
288
$3.31K ﹤0.01%
18
289
$3.19K ﹤0.01%
44
290
$3.17K ﹤0.01%
25
291
$3.16K ﹤0.01%
50
292
$3K ﹤0.01%
45
293
$3K ﹤0.01%
40
294
$2.77K ﹤0.01%
30
295
$2.67K ﹤0.01%
79
296
$2.65K ﹤0.01%
50
297
$2.6K ﹤0.01%
200
298
$2.51K ﹤0.01%
40
299
$2.5K ﹤0.01%
30
300
$2.44K ﹤0.01%
110
10 11
12
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