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
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Sells

1 +$890K
2 +$775K
3 +$276K
4
HWM icon
Howmet Aerospace
HWM
+$143K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$110K

Sector Composition

1 Consumer Staples 1.2%
2 Technology 1.12%
3 Industrials 0.35%
4 Utilities 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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