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
151
$12K 0.01%
+250
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$12K 0.01%
112
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33
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+100
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$11K 0.01%
220
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$11K 0.01%
+170
158
$11K 0.01%
+75
159
$11K 0.01%
121
+98
160
$10K 0.01%
300
161
$10K 0.01%
570
162
$10K 0.01%
371
163
$10K 0.01%
150
-24
164
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330
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166
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+50
167
$9K 0.01%
365
168
$9K 0.01%
225
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$9K 0.01%
75
170
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$9K 0.01%
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$9K 0.01%
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174
$9K 0.01%
135
175
$9K 0.01%
65
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8 9