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 | |
|---|---|---|---|---|---|---|---|
| $4.11K | 0% | 63 | – | – | |||
| $4.03K | 0% | 120 | – | – | |||
| $3.95K | 0% | 20 | – | – | |||
| $3.88K | 0% | 15 | – | – | |||
| $3.8K | 0% | 639 | – | – | |||
| $3.79K | 0% | 55 | – | – | |||
| $3.78K | 0% | 78 | – | – | |||
| $3.69K | 0% | 130 | – | – | |||
| $3.56K | 0% | 180 | – | – | |||
| $3.54K | 0% | 566 | – | – | |||
| $3.47K | 0% | 43 -97 | -69% | -$7.83K | |||
| $3.35K | 0% | 10 | – | – | |||
| $3.33K | 0% | 40 | – | – | |||
| $3.21K | 0% | 140 | New | +$3.21K | |||
| $3.21K | 0% | 44 | – | – | |||
| $3.2K | 0% | 25 | – | – | |||
| $3.18K | 0% | 101 | – | – | |||
| $3.14K | 0% | 44 | – | – | |||
| $2.99K | 0% | 180 | – | – | |||
| $2.97K | 0% | 85 | – | – | |||
| $2.97K | 0% | 14 -13 | -48% | -$2.75K | |||
| $2.83K | 0% | 400 | – | – | |||
| $2.82K | 0% | 227 | – | – | |||
| $2.73K | 0% | 11 -5 | -31% | -$1.24K | |||
| $2.72K | 0% | 13 | – | – |
