LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+1.85%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$157M
AUM Growth
+$157M
(+3.1%)
Cap. Flow
+$2.14M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
77.01%
Holding
243
New
5
Increased
32
Reduced
17
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Communication Services | 0.93% |
| 2 | Consumer Staples | 0.85% |
| 3 | Materials | 0.78% |
| 4 | Industrials | 0.62% |
| 5 | Financials | 0.59% |
