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
76
$108K 0.06%
2,709
77
$105K 0.05%
2,825
-4,078
78
$105K 0.05%
925
79
$104K 0.05%
502
-154
80
$99.3K 0.05%
1,126
-30
81
$94.1K 0.05%
2,205
-660
82
$91.4K 0.05%
792
-50
83
$90.8K 0.05%
+2,800
84
$86.7K 0.04%
1,475
+1,325
85
$85.7K 0.04%
1,117
86
$81.7K 0.04%
248
87
$81.3K 0.04%
491
88
$80.4K 0.04%
259
-10
89
$79.6K 0.04%
1,527
+2
90
$77.5K 0.04%
296
-1
91
$77K 0.04%
862
-73
92
$76.7K 0.04%
+959
93
$75.6K 0.04%
667
94
$72.9K 0.04%
800
95
$69.5K 0.04%
129
-18
96
$68.9K 0.03%
703
+275
97
$66.8K 0.03%
224
98
$65.7K 0.03%
900
99
$63.5K 0.03%
2,410
-640
100
$59.9K 0.03%
200
2 3
4
5 6