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
$256M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.54%
2 Consumer Staples 0.66%
3 Energy 0.45%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TWLO icon
276
Twilio
TWLO
$18.1B
$5.72K ﹤0.01%
46
ALGN icon
277
Align Technology
ALGN
$12.3B
$5.68K ﹤0.01%
30
OXY icon
278
Occidental Petroleum
OXY
$42.1B
$5.46K ﹤0.01%
130
IWB icon
279
iShares Russell 1000 ETF
IWB
$46.8B
$5.43K ﹤0.01%
16
BAH icon
280
Booz Allen Hamilton
BAH
$11.8B
$5.31K ﹤0.01%
51
KMI icon
281
Kinder Morgan
KMI
$62.2B
$5.2K ﹤0.01%
177
BDX icon
282
Becton Dickinson
BDX
$59B
$5.17K ﹤0.01%
30
BMY icon
283
Bristol-Myers Squibb
BMY
$112B
$5.09K ﹤0.01%
110
MAR icon
284
Marriott International
MAR
$87.5B
$4.92K ﹤0.01%
18
PFE icon
285
Pfizer
PFE
$146B
$4.87K ﹤0.01%
201
TAP icon
286
Molson Coors Class B
TAP
$9.67B
$4.81K ﹤0.01%
100
BKR icon
287
Baker Hughes
BKR
$51.1B
$4.75K ﹤0.01%
124
GSLC icon
288
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$4.73K ﹤0.01%
39
PYPL icon
289
PayPal
PYPL
$53.2B
$4.68K ﹤0.01%
63
PFF icon
290
iShares Preferred and Income Securities ETF
PFF
$14.3B
$4.6K ﹤0.01%
150
ES icon
291
Eversource Energy
ES
$26.3B
$4.58K ﹤0.01%
72
PNW icon
292
Pinnacle West Capital
PNW
$11.2B
$4.47K ﹤0.01%
50
URA icon
293
Global X Uranium ETF
URA
$6.95B
$4.46K ﹤0.01%
115
-25
XLY icon
294
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
$4.35K ﹤0.01%
40
SCI icon
295
Service Corp International
SCI
$11.6B
$4.31K ﹤0.01%
53
BAM icon
296
Brookfield Asset Management
BAM
$85.1B
$4.31K ﹤0.01%
78
VO icon
297
Vanguard Mid-Cap ETF
VO
$94.4B
$4.2K ﹤0.01%
15
UA icon
298
Under Armour Class C
UA
$2.41B
$4.15K ﹤0.01%
639
OC icon
299
Owens Corning
OC
$10.2B
$4.13K ﹤0.01%
30
UBER icon
300
Uber
UBER
$176B
$4.11K ﹤0.01%
44