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
51
$63K 0.04%
5,294
52
$62K 0.04%
1,242
53
$61K 0.04%
292
54
$60K 0.04%
312
55
$59K 0.04%
300
56
$58K 0.03%
694
+1
57
$57K 0.03%
1,120
58
$54K 0.03%
611
+100
59
$54K 0.03%
495
-50,494
60
$53K 0.03%
625
+500
61
$53K 0.03%
1,286
+1
62
$51K 0.03%
328
-567
63
$51K 0.03%
1,100
+150
64
$50K 0.03%
1,189
+150
65
$46K 0.03%
400
66
$43K 0.03%
200
67
$43K 0.03%
1,002
68
$43K 0.03%
1,158
+12
69
$42K 0.03%
308
70
$41K 0.02%
248
71
$41K 0.02%
200
72
$41K 0.02%
1,608
73
$40K 0.02%
1,963
74
$40K 0.02%
1,800
75
$39K 0.02%
658
1 2
3
4 5