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
176
$9K 0.01%
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27
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+425
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+500
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