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
151
$22.8K 0.01%
+1,000
152
$22.8K 0.01%
1,040
153
$21.5K 0.01%
180
154
$21.4K 0.01%
250
155
$21.2K 0.01%
1,188
-400
156
$21.2K 0.01%
575
157
$20.7K 0.01%
+450
158
$19.7K 0.01%
50
159
$19.4K 0.01%
468
160
$19.3K 0.01%
115
161
$19.1K 0.01%
808
162
$19K 0.01%
285
163
$18.7K 0.01%
76
164
$18.7K 0.01%
97
165
$18.6K 0.01%
+1,278
166
$18.5K 0.01%
704
167
$18.2K 0.01%
155
168
$18K 0.01%
165
-50
169
$17.7K 0.01%
102
170
$17.4K 0.01%
161
171
$17.1K 0.01%
130
+40
172
$16.8K 0.01%
172
173
$16.7K 0.01%
32
174
$16.7K 0.01%
345
+50
175
$16.3K 0.01%
37
5 6
7
8 9