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
126
$18K 0.01%
1,150
127
$17K 0.01%
1,310
128
$16K 0.01%
270
129
$16K 0.01%
+821
130
$16K 0.01%
+850
131
$16K 0.01%
98
132
$15K 0.01%
+62
133
$15K 0.01%
252
+200
134
$15K 0.01%
70
135
$14K 0.01%
+100
136
$14K 0.01%
398
137
$14K 0.01%
245
138
$14K 0.01%
384
139
$14K 0.01%
177
140
$14K 0.01%
381
141
$14K 0.01%
475
142
$13K 0.01%
200
143
$13K 0.01%
500
144
$13K 0.01%
50
145
$13K 0.01%
316
146
$12K 0.01%
212
+2
147
$12K 0.01%
161
148
$12K 0.01%
775
149
$12K 0.01%
406
150
$12K 0.01%
91
+1
4 5
6
7 8