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
326
$740 ﹤0.01%
25
327
$709 ﹤0.01%
12
328
$683 ﹤0.01%
10
329
$613 ﹤0.01%
9
330
$599 ﹤0.01%
75
331
$532 ﹤0.01%
2
332
$511 ﹤0.01%
68
333
$441 ﹤0.01%
15
334
$440 ﹤0.01%
10
335
$405 ﹤0.01%
25
336
$400 ﹤0.01%
50
337
$400 ﹤0.01%
100
338
$395 ﹤0.01%
+7
339
$372 ﹤0.01%
3
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$329 ﹤0.01%
3
341
$294 ﹤0.01%
40
342
$284 ﹤0.01%
15
343
$245 ﹤0.01%
5
344
$234 ﹤0.01%
3
345
$232 ﹤0.01%
265
346
$225 ﹤0.01%
4
347
$168 ﹤0.01%
3
348
$161 ﹤0.01%
7
349
$150 ﹤0.01%
15
350
$103 ﹤0.01%
2
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14
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