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
51
$212K 0.11%
+7,070
52
$200K 0.1%
1,711
-370
53
$193K 0.1%
672
54
$187K 0.09%
661
55
$181K 0.09%
2,270
+1,875
56
$178K 0.09%
1,075
+53
57
$173K 0.09%
1,775
-50
58
$165K 0.08%
741
+135
59
$161K 0.08%
1,235
+30
60
$141K 0.07%
2,857
61
$139K 0.07%
302
-70
62
$138K 0.07%
1,651
-265
63
$131K 0.07%
980
-25
64
$126K 0.06%
6,053
65
$126K 0.06%
3,773
66
$125K 0.06%
2,175
67
$123K 0.06%
2,038
68
$117K 0.06%
3,090
-200
69
$116K 0.06%
1,648
70
$116K 0.06%
738
71
$116K 0.06%
1,168
72
$114K 0.06%
1,222
73
$113K 0.06%
+4,115
74
$111K 0.06%
468
-74
75
$109K 0.06%
1,350
1 2
3
4 5