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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7K ﹤0.01%
183
227
$7K ﹤0.01%
100
228
$6K ﹤0.01%
30
229
$6K ﹤0.01%
100
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$6K ﹤0.01%
185
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$6K ﹤0.01%
262
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$6K ﹤0.01%
227
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$6K ﹤0.01%
110
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$5K ﹤0.01%
190
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$5K ﹤0.01%
100
236
$5K ﹤0.01%
51
237
$5K ﹤0.01%
63
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$5K ﹤0.01%
70
239
$5K ﹤0.01%
+200
240
$5K ﹤0.01%
128
241
$5K ﹤0.01%
50
242
$5K ﹤0.01%
150
243
$5K ﹤0.01%
175
244
$5K ﹤0.01%
62
+1
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$5K ﹤0.01%
28
246
$5K ﹤0.01%
444
247
$5K ﹤0.01%
+204
248
$5K ﹤0.01%
221
249
$5K ﹤0.01%
200
-467
250
$5K ﹤0.01%
180