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
76
$38K 0.02%
400
77
$38K 0.02%
+700
78
$37K 0.02%
1,285
+2
79
$37K 0.02%
453
+373
80
$36K 0.02%
+676
81
$36K 0.02%
1,495
82
$35K 0.02%
1,129
+200
83
$35K 0.02%
699
84
$35K 0.02%
800
85
$34K 0.02%
125
86
$34K 0.02%
2,909
87
$33K 0.02%
460
+310
88
$33K 0.02%
640
89
$32K 0.02%
108
90
$32K 0.02%
610
91
$30K 0.02%
+620
92
$30K 0.02%
150
93
$30K 0.02%
700
94
$29K 0.02%
2,670
95
$29K 0.02%
1,380
96
$28K 0.02%
413
97
$28K 0.02%
161
+86
98
$27K 0.02%
350
99
$27K 0.02%
500
100
$26K 0.02%
100
2 3
4
5 6