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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1K ﹤0.01%
25
277
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278
$0 ﹤0.01%
30
279
$0 ﹤0.01%
1
280
-1,310
281
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282
$0 ﹤0.01%
100
283
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6
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100
285
$0 ﹤0.01%
2
286
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1
287
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288
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289
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290
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1
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2
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7
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4
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15
297
$0 ﹤0.01%
5
298
-70
299
-42