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
201
$12.4K 0.01%
36
202
$12.3K 0.01%
2,946
203
$12K 0.01%
85
204
$11.8K 0.01%
29
205
$11.6K 0.01%
81
206
$11.4K 0.01%
100
207
$11.2K 0.01%
585
208
$11.1K 0.01%
285
209
$10.9K 0.01%
380
210
$10.8K 0.01%
+500
211
$10.8K 0.01%
208
-50
212
$10.7K 0.01%
300
213
$10.6K 0.01%
30
214
$10.6K 0.01%
250
215
$10.5K 0.01%
1,005
216
$10.4K 0.01%
100
217
$10.2K 0.01%
50
218
$10.2K 0.01%
165
219
$10K 0.01%
185
220
$9.52K ﹤0.01%
80
221
$9.48K ﹤0.01%
310
222
$9.29K ﹤0.01%
200
223
$9.1K ﹤0.01%
27
224
$8.96K ﹤0.01%
194
225
$8.95K ﹤0.01%
80
7 8
9
10 11