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
301
$2.04K ﹤0.01%
500
302
$1.89K ﹤0.01%
5
303
$1.78K ﹤0.01%
150
304
$1.65K ﹤0.01%
6
305
$1.6K ﹤0.01%
25
306
$1.59K ﹤0.01%
49
307
$1.56K ﹤0.01%
20
308
$1.47K ﹤0.01%
26
309
$1.44K ﹤0.01%
900
310
$1.4K ﹤0.01%
10
311
$1.37K ﹤0.01%
20
312
$1.32K ﹤0.01%
41
313
$1.18K ﹤0.01%
50
314
$1.11K ﹤0.01%
39
+1
315
$969 ﹤0.01%
100
316
$921 ﹤0.01%
45
317
$911 ﹤0.01%
30
318
$859 ﹤0.01%
99
319
$834 ﹤0.01%
100
320
$815 ﹤0.01%
2
321
$807 ﹤0.01%
45
322
$793 ﹤0.01%
9
323
$766 ﹤0.01%
200
324
$762 ﹤0.01%
3
325
$746 ﹤0.01%
14
11 12
13
14 15