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
26
$665K 0.34%
14,781
+6,881
27
$662K 0.34%
9,810
-305
28
$634K 0.32%
18,230
+75
29
$549K 0.28%
5,119
-60
30
$523K 0.27%
13,902
+1,825
31
$487K 0.25%
9,030
-475
32
$462K 0.23%
15,360
+860
33
$458K 0.23%
3,450
-430
34
$441K 0.22%
21,415
-750
35
$422K 0.21%
8,567
+90
36
$344K 0.17%
1,837
+1,639
37
$341K 0.17%
4,046
38
$338K 0.17%
4,138
39
$332K 0.17%
1,505
40
$325K 0.16%
+4,275
41
$323K 0.16%
4,940
-2,255
42
$273K 0.14%
2,709
-243
43
$267K 0.14%
1,215
44
$257K 0.13%
+895
45
$253K 0.13%
10,340
+7,115
46
$244K 0.12%
8,900
+250
47
$236K 0.12%
1,600
48
$233K 0.12%
931
49
$230K 0.12%
1,890
-50
50
$214K 0.11%
8,089
1
2
3 4 5