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
1
$44.4M 26.63%
151,383
-347
2
$23.1M 13.89%
374,865
+1,041
3
$16M 9.61%
85,698
-385
4
$9.31M 5.59%
344,900
+5,897
5
$9.04M 5.43%
112,110
+1,904
6
$7.61M 4.57%
74,738
+949
7
$6.5M 3.9%
64,402
+673
8
$6.34M 3.8%
103,187
-245
9
$5.96M 3.58%
81,554
-2,150
10
$5.81M 3.49%
67,722
-544
11
$4.59M 2.75%
166,218
-4,599
12
$3.29M 1.97%
34,762
-349
13
$2.68M 1.61%
25,202
+3,837
14
$2.35M 1.41%
64,322
+4,443
15
$2.21M 1.33%
43,878
+4,668
16
$1.77M 1.06%
4,996
+8
17
$1.6M 0.96%
9,312
-215
18
$1.38M 0.83%
26,721
+636
19
$1.1M 0.66%
14,208
+2
20
$1.06M 0.64%
40,595
21
$1.05M 0.63%
40,985
+4,025
22
$950K 0.57%
24,682
+21,462
23
$442K 0.27%
3,303
-21
24
$420K 0.25%
5,422
-480
25
$322K 0.19%
6,508
+196
1
2 3 4 5