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
126
$36.1K 0.02%
591
127
$35.8K 0.02%
359
128
$35.4K 0.02%
870
129
$34.8K 0.02%
2,183
130
$34.4K 0.02%
976
131
$34.2K 0.02%
174
132
$33.7K 0.02%
813
133
$33.6K 0.02%
110
134
$33.2K 0.02%
2,195
135
$32.3K 0.02%
395
136
$28.3K 0.01%
65
-20
137
$28K 0.01%
700
138
$28K 0.01%
809
139
$27K 0.01%
310
140
$26.8K 0.01%
299
141
$26.7K 0.01%
1,691
+1,485
142
$26.4K 0.01%
+288
143
$26.2K 0.01%
180
-75
144
$25K 0.01%
870
145
$24.7K 0.01%
170
146
$24.2K 0.01%
1,524
147
$24K 0.01%
196
-20
148
$23.8K 0.01%
200
149
$23.5K 0.01%
550
150
$23.4K 0.01%
145
4 5
6
7 8