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
101
$26K 0.02%
395
102
$25K 0.02%
723
103
$25K 0.02%
2,416
104
$25K 0.02%
500
105
$24K 0.01%
167
106
$24K 0.01%
1,400
107
$24K 0.01%
304
+17
108
$24K 0.01%
297
-21
109
$23K 0.01%
277
+100
110
$23K 0.01%
543
111
$23K 0.01%
209
112
$23K 0.01%
230
+200
113
$22K 0.01%
+117
114
$22K 0.01%
+400
115
$22K 0.01%
1,010
116
$22K 0.01%
1,600
117
$21K 0.01%
233
118
$21K 0.01%
950
119
$20K 0.01%
107
+100
120
$20K 0.01%
2,000
121
$20K 0.01%
334
122
$20K 0.01%
80
-28
123
$20K 0.01%
8,000
124
$19K 0.01%
300
125
$18K 0.01%
750
3 4
5
6 7