LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Sells

1 +$2.58M
2 +$2.41M
3 +$134K
4
IBM icon
IBM
IBM
+$63.1K
5
AGRO icon
Adecoagro
AGRO
+$61K

Sector Composition

1 Communication Services 1.37%
2 Consumer Staples 1.12%
3 Energy 0.72%
4 Healthcare 0.62%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-86
252
$0 ﹤0.01%
51
253
-6,000
254
$0 ﹤0.01%
5