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
1
$61.8M 31.34%
139,382
-827
2
$19.2M 9.72%
51,872
+197
3
$18.8M 9.55%
253,280
-1,383
4
$11.6M 5.87%
152,951
-1,546
5
$10.2M 5.16%
202,948
+517
6
$9.62M 4.88%
96,443
-865
7
$9.42M 4.78%
258,751
-5,562
8
$6.18M 3.14%
202,295
+3,117
9
$4.43M 2.25%
80,047
+7,592
10
$3.97M 2.01%
36,608
-270
11
$3.73M 1.89%
35,142
+51
12
$3.59M 1.82%
64,620
-3,594
13
$2.52M 1.28%
27,480
-935
14
$1.81M 0.92%
62,853
+46,998
15
$1.77M 0.9%
3,692
-48
16
$1.39M 0.7%
17,104
+3,214
17
$1.24M 0.63%
14,228
+1
18
$1.24M 0.63%
4,866
+100
19
$1.04M 0.53%
22,695
+5,000
20
$965K 0.49%
2,834
-10
21
$955K 0.48%
20,240
-4,715
22
$885K 0.45%
9,382
+7,382
23
$811K 0.41%
4,179
+3
24
$684K 0.35%
4,495
-45
25
$677K 0.34%
36,346
+5,465
1
2 3 4 5