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
101
$59.5K 0.03%
1,503
102
$58.5K 0.03%
412
103
$55.6K 0.03%
460
104
$55.6K 0.03%
300
+125
105
$55.5K 0.03%
5,294
106
$55.5K 0.03%
167
107
$54.1K 0.03%
3,000
108
$53.9K 0.03%
112
-109
109
$53.7K 0.03%
3,078
110
$53.2K 0.03%
1,592
111
$51.9K 0.03%
423
112
$51.3K 0.03%
998
113
$51.1K 0.03%
700
-123
114
$47.8K 0.02%
258
115
$46K 0.02%
101
+5
116
$45.6K 0.02%
452
117
$44.6K 0.02%
852
118
$43K 0.02%
511
119
$42.8K 0.02%
96
120
$42.5K 0.02%
615
+2
121
$41.7K 0.02%
400
122
$40.9K 0.02%
120
123
$40.9K 0.02%
658
124
$38.8K 0.02%
308
125
$38.7K 0.02%
1,663
3 4
5
6 7