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 | |
|---|---|---|---|---|---|---|---|
| $9.6K | 0% | 83 | – | – | |||
| $9.5K | 0% | 46 | – | – | |||
| $9.46K | 0% | 210 | – | – | |||
| $9.39K | 0% | 35 | – | – | |||
| $9.37K | 0% | 100 | – | – | |||
| $9.12K | 0% | 326 +101 | +45% | +$2.82K | |||
| $8.97K | 0% | 180 | – | – | |||
| $8.87K | 0% | 122 | New | +$8.87K | |||
| $8.64K | 0% | 234 | – | – | |||
| $8.53K | 0% | 60 | – | – | |||
| $8.21K | 0% | 35 | – | – | |||
| $8.15K | 0% | 204 | – | – | |||
| $8.11K | 0% | 32 | – | – | |||
| $7.35K | 0% | 100 | – | – | |||
| $7.26K | 0% | 66 | – | – | |||
| $6.98K | 0% | 100 | – | – | |||
| $6.96K | 0% | 42 | – | – | |||
| $6.87K | 0% | 30 | – | – | |||
| $6.74K | 0% | 77 | – | – | |||
| $6.71K | 0% | 73 | – | – | |||
| $6.71K | 0% | 110 +100 | +1,000% | +$6.1K | |||
| $6.42K | 0% | 130 -70 | -35% | -$3.46K | |||
| $6.29K | 0% | 77 | – | – | |||
| $6.23K | 0% | 50 | – | – | |||
| $6.14K | 0% | 117 | – | – |
