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 | |
|---|---|---|---|---|---|---|---|
| $6.09K | 0% | 100 | – | – | |||
| $6.06K | 0% | 35 | – | – | |||
| $5.66K | 0% | 28 | – | – | |||
| $5.45K | 0% | 124 | – | – | |||
| $5.42K | 0% | 58 | – | – | |||
| $5.33K | 0% | 51 | – | – | |||
| $5.29K | 0% | 40 | – | – | |||
| $5.09K | 0% | 201 | – | – | |||
| $5.05K | 0% | 177 | – | – | |||
| $4.96K | 0% | 6 | – | – | |||
| $4.91K | 0% | 16 | – | – | |||
| $4.77K | 0% | 30 | – | – | |||
| $4.76K | 0% | 50 | – | – | |||
| $4.73K | 0% | 40 | New | +$4.73K | |||
| $4.72K | 0% | 49 | – | – | |||
| $4.65K | 0% | 75 | – | – | |||
| $4.61K | 0% | 150 | New | +$4.61K | |||
| $4.5K | 0% | 46 | – | – | |||
| $4.47K | 0% | 72 | – | – | |||
| $4.45K | 0% | 50 | New | +$4.45K | |||
| $4.36K | 0% | 54 -548 | -91% | -$44.2K | |||
| $4.29K | 0% | 39 | – | – | |||
| $4.29K | 0% | 18 | – | – | |||
| $4.29K | 0% | 30 | – | – | |||
| $4.25K | 0% | 53 | – | – |
