LWA
Lowe Wealth Advisors Portfolio holdings
AUM $235M
AUM
$235M
AUM Growth
+$708K (+0.3%)
Cap. Flow
+$2.82M
Cap. Flow % of AUM
1.2%
Top 10 Holdings %Top 10 Hldgs %
76.62%
Holding
390
New
30
Increased
60
Reduced
56
Closed
18
Top Buys
| 1 | $1.3M | |
| 2 | $754K | |
| 3 | $723K | |
| 4 | $701K | |
| 5 | $494K |
Top Sells
| 1 | $1.75M | |
| 2 | $915K | |
| 3 | $878K | |
| 4 | $729K | |
| 5 | $313K |
Sector Composition
| 1 | Technology | 1.49% |
| 2 | Consumer Staples | 0.76% |
| 3 | Energy | 0.52% |
| 4 | Financials | 0.48% |
| 5 | Utilities | 0.47% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $13.8K | 0.01% | 299 | – | – | |||
| $13.7K | 0.01% | 580 | New | +$13.7K | |||
| $13.6K | 0.01% | 200 | – | – | |||
| $13.5K | 0.01% | 323 -190 | -37% | -$7.93K | |||
| $13.3K | 0.01% | 300 | – | – | |||
| $13.3K | 0.01% | 50 | – | – | |||
| $12.8K | 0.01% | 200 | New | +$12.8K | |||
| $12.8K | 0.01% | 208 | – | – | |||
| $12.8K | 0.01% | 122 | – | – | |||
| $12.3K | 0.01% | 80 | – | – | |||
| $12.3K | 0.01% | 80 | – | – | |||
| $11.8K | 0.01% | 50 | – | – | |||
| $11.7K | 0.01% | 396 | – | – | |||
| $11.5K | 0% | 285 | – | – | |||
| $11.1K | 0% | 100 | – | – | |||
| $11K | 0% | 100 | – | – | |||
| $11K | 0% | 222 | – | – | |||
| $11K | 0% | 75 | – | – | |||
| $10.6K | 0% | 1,005 | – | – | |||
| $10.5K | 0% | 200 -112 | -36% | -$5.87K | |||
| $10.4K | 0% | 114 | – | – | |||
| $10.1K | 0% | 300 | New | +$10.1K | |||
| $10K | 0% | 60 | – | – | |||
| $9.79K | 0% | 330 | New | +$9.79K | |||
| $9.64K | 0% | 70 | – | – |
