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
Financial Select Sector SPDR Fund
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
26
$311K 0.19%
4,138
27
$296K 0.18%
814
28
$271K 0.16%
+4,542
29
$250K 0.15%
8,150
+5,200
30
$219K 0.13%
2,858
-131
31
$201K 0.12%
1,215
32
$196K 0.12%
9,910
33
$184K 0.11%
3,366
+466
34
$160K 0.1%
2,797
+271
35
$157K 0.09%
1,414
36
$145K 0.09%
1,162
-17
37
$117K 0.07%
1,463
+157
38
$116K 0.07%
898
-250
39
$114K 0.07%
821
+276
40
$109K 0.07%
726
41
$103K 0.06%
4,069
42
$101K 0.06%
919
+1
43
$97K 0.06%
1,898
44
$94K 0.06%
2,108
45
$89K 0.05%
1,910
46
$87K 0.05%
6,053
47
$74K 0.04%
748
+160
48
$68K 0.04%
1,649
49
$68K 0.04%
487
50
$63K 0.04%
491
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